Berman Capital Advisors’s Balchem Corp BCPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	2000
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1838
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1718
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1613
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1542
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	1533
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	1400
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1412
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	1390
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	1408
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	1287
2018 Q4	$0	Buy	+12	New	+$1.08K	﹤0.01%	1280

Other funds holding BCPC

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Berman Capital Advisors held its Balchem Corp (BCPC) position steady in Q3 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Berman Capital Advisors first reported a position in BCPC in Q4 2018 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold BCPC as of Q3 2021.

Berman Capital Advisors held 12 shares of Balchem Corp worth $1K as of Q3 2021.
Berman Capital Advisors left its Balchem Corp share count unchanged in Q3 2021.
Balchem Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2000 holding.
Berman Capital Advisors first reported a position in Balchem Corp in Q4 2018 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2021.

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