Berman Capital Advisors’s CNA Financial CNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$21K	Sell	520 -3	-0.6%	-$131	﹤0.01%	957
2021 Q2	$23K	Buy	523 +46	+10%	+$2.16K	﹤0.01%	850
2021 Q1	$21K	Hold	477	–	–	﹤0.01%	767
2020 Q4	$18K	Buy	477 +29	+6%	+$987	﹤0.01%	698
2020 Q3	$13K	Buy	448 +89	+25%	+$2.87K	﹤0.01%	713
2020 Q2	$11K	Buy	359 +185	+106%	+$5.7K	﹤0.01%	717
2020 Q1	$5K	Buy	+174	New	+$7.37K	﹤0.01%	874

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Berman Capital Advisors reduced its CNA Financial (CNA) stake by 0.57% in Q3 2021, selling an estimated $131 and leaving 520 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Berman Capital Advisors first reported a position in CNA in Q1 2020 and has held it in 7 quarters since. The position peaked at $23K in Q2 2021. 162 funds tracked by Wall St. Rank hold CNA as of Q3 2021.

Berman Capital Advisors held 520 shares of CNA Financial worth $21K as of Q3 2021.
Berman Capital Advisors sold 3 CNA Financial shares in Q3 2021, an estimated $131.
CNA Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #957 holding.
Berman Capital Advisors first reported a position in CNA Financial in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's CNA Financial position peaked at $23K in Q2 2021.
162 funds tracked by Wall St. Rank held CNA Financial as of Q3 2021.

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