Berman Capital Advisors’s ChampionX CHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$6K	Buy	288 +244	+555%	+$5.58K	﹤0.01%	1368
2021 Q2	$1K	Buy	+44	New	+$1.07K	﹤0.01%	1707
2020 Q1	–	Sell	-7	Closed	–	–	1491
2019 Q4	$0	Hold	7	–	–	﹤0.01%	1472
2019 Q3	$0	Sell	7 -7	-50%	-$204	﹤0.01%	1459
2019 Q2	$0	Hold	14	–	–	﹤0.01%	1480
2019 Q1	$0	Hold	14	–	–	﹤0.01%	1358
2018 Q4	$0	Buy	+14	New	+$515	﹤0.01%	1142

Other funds holding CHX

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

Berman Capital Advisors increased its ChampionX (CHX) stake by 555% in Q3 2021, buying an estimated $5.58K and bringing the position to 288 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Berman Capital Advisors first reported a position in CHX in Q4 2018 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold CHX as of Q3 2021.

Berman Capital Advisors held 288 shares of ChampionX worth $6K as of Q3 2021.
Berman Capital Advisors bought 244 ChampionX shares in Q3 2021, an estimated $5.58K.
ChampionX made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1368 holding.
Berman Capital Advisors first reported a position in ChampionX in Q4 2018 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held ChampionX as of Q3 2021.

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