Berman Capital Advisors’s Cleveland-Cliffs CLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$47K	Buy	2,422 +1,256	+108%	+$28.6K	0.01%	697
2021 Q2	$25K	Buy	1,166 +104	+10%	+$2.05K	﹤0.01%	824
2021 Q1	$21K	Buy	+1,062	New	+$17.3K	﹤0.01%	766
2020 Q2	–	Sell	-1,363	Closed	-$5K	–	1637
2020 Q1	$5K	Buy	+1,363	New	+$8.57K	﹤0.01%	873
2018 Q1	–	Sell	-12,009	Closed	-$87K	–	113
2017 Q4	$87K	Buy	+12,009	New	+$79.9K	0.03%	103

Other funds holding CLF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Berman Capital Advisors increased its Cleveland-Cliffs (CLF) stake by 108% in Q3 2021, buying an estimated $28.6K and bringing the position to 2,422 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #697.

Berman Capital Advisors first reported a position in CLF in Q4 2017 and has held it in 5 quarters since. The position peaked at $87K in Q4 2017. 508 funds tracked by Wall St. Rank hold CLF as of Q3 2021.

Berman Capital Advisors held 2,422 shares of Cleveland-Cliffs worth $47K as of Q3 2021.
Berman Capital Advisors bought 1,256 Cleveland-Cliffs shares in Q3 2021, an estimated $28.6K.
Cleveland-Cliffs made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #697 holding.
Berman Capital Advisors first reported a position in Cleveland-Cliffs in Q4 2017 and has held it in 5 quarters since.
Berman Capital Advisors's Cleveland-Cliffs position peaked at $87K in Q4 2017.
508 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2021.

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