BCA
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Berman Capital Advisors’s Biglari Holdings Class B BH Stock Holding History

Berman Capital Advisors’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1812
2021
Q2 		$1K Buy
+7
New +$1.08K ﹤0.01% 1695

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Berman Capital Advisors held its Biglari Holdings Class B (BH) position steady in Q3 2021 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Berman Capital Advisors first reported a position in BH in Q2 2021 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold BH as of Q3 2021.

  • Berman Capital Advisors held 7 shares of Biglari Holdings Class B worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Biglari Holdings Class B share count unchanged in Q3 2021.
  • Biglari Holdings Class B made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1812 holding.
  • Berman Capital Advisors first reported a position in Biglari Holdings Class B in Q2 2021 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q3 2021.

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