Berman Capital Advisors’s First Busey Corp BUSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$70K	Buy	2,850 +32	+1%	+$756	0.01%	550
2021 Q2	$69K	Buy	2,818 +643	+30%	+$16.5K	0.01%	475
2021 Q1	$55K	Buy	2,175 +1,362	+168%	+$32.1K	0.01%	443
2020 Q4	$17K	Buy	813 +147	+22%	+$2.88K	﹤0.01%	713
2020 Q3	$10K	Buy	666 +34	+5%	+$591	﹤0.01%	785
2020 Q2	$11K	Buy	632 +571	+936%	+$9.88K	﹤0.01%	715
2020 Q1	$1K	Buy	+61	New	+$1.41K	﹤0.01%	1257
2019 Q2	–	Sell	-354	Closed	-$8K	–	1471
2019 Q1	$8K	Buy	+354	New	+$9.19K	﹤0.01%	716

Other funds holding BUSE

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors increased its First Busey Corp (BUSE) stake by 1.1% in Q3 2021, buying an estimated $756 and bringing the position to 2,850 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #550.

Berman Capital Advisors first reported a position in BUSE in Q1 2019 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold BUSE as of Q3 2021.

Berman Capital Advisors held 2,850 shares of First Busey Corp worth $70K as of Q3 2021.
Berman Capital Advisors bought 32 First Busey Corp shares in Q3 2021, an estimated $756.
First Busey Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #550 holding.
Berman Capital Advisors first reported a position in First Busey Corp in Q1 2019 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held First Busey Corp as of Q3 2021.

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