BCA
BKR icon

Berman Capital Advisors’s Baker Hughes BKR Stock Holding History

Berman Capital Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$76K Buy
3,107
+1,728
+125% +$38.5K 0.01% 520
2021
Q2 		$31K Buy
1,379
+913
+196% +$21.1K ﹤0.01% 754
2021
Q1 		$10K Buy
466
+11
+2% +$250 ﹤0.01% 1020
2020
Q4 		$9K Buy
455
+73
+19% +$1.28K ﹤0.01% 945
2020
Q3 		$4K Sell
382
-52
-12% -$795 ﹤0.01% 1082
2020
Q2 		$6K Buy
434
+148
+52% +$2.17K ﹤0.01% 922
2020
Q1 		$2K Sell
286
-601
-68% -$11.3K ﹤0.01% 1103
2019
Q4 		$22K Buy
887
+231
+35% +$5.25K 0.01% 498
2019
Q3 		$15K Sell
656
-220
-25% -$5.16K ﹤0.01% 582
2019
Q2 		$21K Sell
876
-63
-7% -$1.52K 0.01% 496
2019
Q1 		$26K Buy
939
+371
+65% +$9.38K 0.01% 394
2018
Q4 		$11K Buy
+568
New +$14.5K ﹤0.01% 485

Other funds holding BKR

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Berman Capital Advisors increased its Baker Hughes (BKR) stake by 125% in Q3 2021, buying an estimated $38.5K and bringing the position to 3,107 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #520.

Berman Capital Advisors first reported a position in BKR in Q4 2018 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold BKR as of Q3 2021.

  • Berman Capital Advisors held 3,107 shares of Baker Hughes worth $76K as of Q3 2021.
  • Berman Capital Advisors bought 1,728 Baker Hughes shares in Q3 2021, an estimated $38.5K.
  • Baker Hughes made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #520 holding.
  • Berman Capital Advisors first reported a position in Baker Hughes in Q4 2018 and has held it in 12 quarters since.
  • 532 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2021.

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