Berman Capital Advisors’s Bright Horizons BFAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$5K	Buy	43 +29	+207%	+$4.26K	﹤0.01%	1413
2021 Q2	$2K	Buy	14 +7	+100%	+$1.05K	﹤0.01%	1562
2021 Q1	$1K	Sell	7 -29	-81%	-$4.78K	﹤0.01%	1602
2020 Q4	$6K	Buy	36 +29	+414%	+$4.75K	﹤0.01%	1071
2020 Q3	$1K	Sell	7 -3	-30%	-$377	﹤0.01%	1407
2020 Q2	$1K	Buy	+10	New	+$1.14K	﹤0.01%	1376

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Berman Capital Advisors increased its Bright Horizons (BFAM) stake by 207% in Q3 2021, buying an estimated $4.26K and bringing the position to 43 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Berman Capital Advisors first reported a position in BFAM in Q2 2020 and has held it in 6 quarters since. The position peaked at $6K in Q4 2020. 342 funds tracked by Wall St. Rank hold BFAM as of Q3 2021.

Berman Capital Advisors held 43 shares of Bright Horizons worth $5K as of Q3 2021.
Berman Capital Advisors bought 29 Bright Horizons shares in Q3 2021, an estimated $4.26K.
Bright Horizons made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1413 holding.
Berman Capital Advisors first reported a position in Bright Horizons in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's Bright Horizons position peaked at $6K in Q4 2020.
342 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2021.

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