Berman Capital Advisors’s Barnes Group Inc. B Stock Holding History

Berman Capital Advisors’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$9K	Hold	219	–	–	﹤0.01%	1235
2021 Q2	$11K	Hold	219	–	–	﹤0.01%	1123
2021 Q1	$10K	Hold	219	–	–	﹤0.01%	1041
2020 Q4	$11K	Hold	219	–	–	﹤0.01%	908
2020 Q3	$7K	Buy	219 +189	+630%	+$7.17K	﹤0.01%	946
2020 Q2	$1K	Buy	+30	New	+$1.15K	﹤0.01%	1536
2019 Q2	–	Sell	-93	Closed	-$4K	–	1602
2019 Q1	$4K	Buy	+93	New	+$5.29K	﹤0.01%	952

Other funds holding B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Berman Capital Advisors's B Position: Q3 2021 in Review

Berman Capital Advisors held its Barnes Group Inc. (B) position steady in Q3 2021 at 219 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Berman Capital Advisors first reported a position in B in Q1 2019 and has held it in 7 quarters since. The position peaked at $11K in Q2 2021. 211 funds tracked by Wall St. Rank hold B as of Q3 2021.

Berman Capital Advisors held 219 shares of Barnes Group Inc. worth $9K as of Q3 2021.
Berman Capital Advisors left its Barnes Group Inc. share count unchanged in Q3 2021.
Barnes Group Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1235 holding.
Berman Capital Advisors first reported a position in Barnes Group Inc. in Q1 2019 and has held it in 7 quarters since.
Berman Capital Advisors's Barnes Group Inc. position peaked at $11K in Q2 2021.
211 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.