Berman Capital Advisors’s BJ's Restaurants BJRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1815
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1698
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1605
2020 Q4	$0	Hold	24	–	–	﹤0.01%	1672
2020 Q3	$0	Hold	24	–	–	﹤0.01%	1599
2020 Q2	$0	Buy	+24	New	+$475	﹤0.01%	1613
2020 Q1	–	Sell	-71	Closed	-$2K	–	1471
2019 Q4	$2K	Hold	71	–	–	﹤0.01%	1172
2019 Q3	$2K	Buy	71 +39	+122%	+$1.5K	﹤0.01%	1150
2019 Q2	$1K	Buy	+32	New	+$1.47K	﹤0.01%	1303

Other funds holding BJRI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CRM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

Berman Capital Advisors held its BJ's Restaurants (BJRI) position steady in Q3 2021 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Berman Capital Advisors first reported a position in BJRI in Q2 2019 and has held it in 9 quarters since. The position peaked at $2K in Q4 2019. 154 funds tracked by Wall St. Rank hold BJRI as of Q3 2021.

Berman Capital Advisors held 24 shares of BJ's Restaurants worth $1K as of Q3 2021.
Berman Capital Advisors left its BJ's Restaurants share count unchanged in Q3 2021.
BJ's Restaurants made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1815 holding.
Berman Capital Advisors first reported a position in BJ's Restaurants in Q2 2019 and has held it in 9 quarters since.
Berman Capital Advisors's BJ's Restaurants position peaked at $2K in Q4 2019.
154 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2021.

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