Berman Capital Advisors’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Buy	125 +12	+11%	+$342	﹤0.01%	1565
2021 Q2	$3K	Buy	113 +66	+140%	+$1.84K	﹤0.01%	1466
2021 Q1	$1K	Buy	+47	New	+$1.24K	﹤0.01%	1612
2020 Q3	–	Sell	-7	Closed	–	–	1614
2020 Q2	$0	Hold	7	–	–	﹤0.01%	1631
2020 Q1	$0	Hold	7	–	–	﹤0.01%	1487
2019 Q4	$0	Hold	7	–	–	﹤0.01%	1470
2019 Q3	$0	Hold	7	–	–	﹤0.01%	1457
2019 Q2	$0	Hold	7	–	–	﹤0.01%	1478
2019 Q1	$0	Sell	7 -47	-87%	-$1.19K	﹤0.01%	1356
2018 Q4	$1K	Buy	+54	New	+$1.37K	﹤0.01%	957

Other funds holding CDP

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Berman Capital Advisors increased its COPT Defense Properties (CDP) stake by 11% in Q3 2021, buying an estimated $342 and bringing the position to 125 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Berman Capital Advisors first reported a position in CDP in Q4 2018 and has held it in 10 quarters since. 244 funds tracked by Wall St. Rank hold CDP as of Q3 2021.

Berman Capital Advisors held 125 shares of COPT Defense Properties worth $3K as of Q3 2021.
Berman Capital Advisors bought 12 COPT Defense Properties shares in Q3 2021, an estimated $342.
COPT Defense Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1565 holding.
Berman Capital Advisors first reported a position in COPT Defense Properties in Q4 2018 and has held it in 10 quarters since.
244 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2021.

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