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Berman Capital Advisors’s Sierra Bancorp BSRR Stock Holding History

Berman Capital Advisors’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Buy
102
+57
+127% +$1.39K ﹤0.01% 1663
2021
Q2 		$1K Hold
45
– – ﹤0.01% 1702
2021
Q1 		$1K Sell
45
-17
-27% -$427 ﹤0.01% 1609
2020
Q4 		$1K Hold
62
– – ﹤0.01% 1507
2020
Q3 		$1K Buy
+62
New +$1.11K ﹤0.01% 1419

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors increased its Sierra Bancorp (BSRR) stake by 127% in Q3 2021, buying an estimated $1.39K and bringing the position to 102 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Berman Capital Advisors first reported a position in BSRR in Q3 2020 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold BSRR as of Q3 2021.

  • Berman Capital Advisors held 102 shares of Sierra Bancorp worth $2K as of Q3 2021.
  • Berman Capital Advisors bought 57 Sierra Bancorp shares in Q3 2021, an estimated $1.39K.
  • Sierra Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1663 holding.
  • Berman Capital Advisors first reported a position in Sierra Bancorp in Q3 2020 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2021.

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