Berman Capital Advisors’s CBRE Group CBRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$125K	Buy	1,296 +341	+36%	+$31.7K	0.02%	376
2021 Q2	$81K	Buy	955 +90	+10%	+$7.68K	0.01%	432
2021 Q1	$67K	Buy	865 +407	+89%	+$28.8K	0.01%	384
2020 Q4	$28K	Buy	458 +22	+5%	+$1.24K	0.01%	570
2020 Q3	$20K	Sell	436 -28	-6%	-$1.28K	0.01%	579
2020 Q2	$20K	Sell	464 -74	-14%	-$3.19K	0.01%	537
2020 Q1	$19K	Buy	538 +68	+14%	+$3.76K	0.01%	501
2019 Q4	$28K	Buy	470 +22	+5%	+$1.22K	0.01%	441
2019 Q3	$23K	Hold	448	–	–	0.01%	471
2019 Q2	$22K	Buy	448 +132	+42%	+$6.56K	0.01%	484
2019 Q1	$15K	Buy	316 +23	+8%	+$1.08K	0.01%	524
2018 Q4	$11K	Buy	+293	New	+$12.1K	﹤0.01%	486

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Berman Capital Advisors increased its CBRE Group (CBRE) stake by 36% in Q3 2021, buying an estimated $31.7K and bringing the position to 1,296 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #376.

Berman Capital Advisors first reported a position in CBRE in Q4 2018 and has held it in 12 quarters since. 682 funds tracked by Wall St. Rank hold CBRE as of Q3 2021.

Berman Capital Advisors held 1,296 shares of CBRE Group worth $125K as of Q3 2021.
Berman Capital Advisors bought 341 CBRE Group shares in Q3 2021, an estimated $31.7K.
CBRE Group made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #376 holding.
Berman Capital Advisors first reported a position in CBRE Group in Q4 2018 and has held it in 12 quarters since.
682 funds tracked by Wall St. Rank held CBRE Group as of Q3 2021.

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