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Berman Capital Advisors’s Columbia Financial CLBK Stock Holding History

Berman Capital Advisors’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$13K Buy
718
+532
+286% +$9.52K ﹤0.01% 1093
2021
Q2 		$3K Hold
186
– – ﹤0.01% 1469
2021
Q1 		$3K Hold
186
– – ﹤0.01% 1403
2020
Q4 		$2K Hold
186
– – ﹤0.01% 1382
2020
Q3 		$2K Buy
+186
New +$2.2K ﹤0.01% 1267
2020
Q2 		– Sell
-117
Closed -$1K – 1636
2020
Q1 		$1K Sell
117
-2
-2% -$32 ﹤0.01% 1264
2019
Q4 		$2K Hold
119
– – ﹤0.01% 1182
2019
Q3 		$1K Buy
+119
New +$1.83K ﹤0.01% 1297

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Berman Capital Advisors increased its Columbia Financial (CLBK) stake by 286% in Q3 2021, buying an estimated $9.52K and bringing the position to 718 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Berman Capital Advisors first reported a position in CLBK in Q3 2019 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold CLBK as of Q3 2021.

  • Berman Capital Advisors held 718 shares of Columbia Financial worth $13K as of Q3 2021.
  • Berman Capital Advisors bought 532 Columbia Financial shares in Q3 2021, an estimated $9.52K.
  • Columbia Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1093 holding.
  • Berman Capital Advisors first reported a position in Columbia Financial in Q3 2019 and has held it in 8 quarters since.
  • 98 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2021.

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