Berman Capital Advisors’s CNO Financial Group CNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$6K	Sell	257 -15	-6%	-$351	﹤0.01%	1369
2021 Q2	$6K	Buy	272 +8	+3%	+$204	﹤0.01%	1278
2021 Q1	$6K	Buy	264 +29	+12%	+$690	﹤0.01%	1197
2020 Q4	$5K	Buy	235 +1	+0.4%	+$20	﹤0.01%	1130
2020 Q3	$3K	Buy	234 +76	+48%	+$1.22K	﹤0.01%	1175
2020 Q2	$2K	Buy	+158	New	+$2.18K	﹤0.01%	1249
2019 Q3	–	Sell	-332	Closed	-$5K	–	1461
2019 Q2	$5K	Sell	332 -172	-34%	-$2.84K	﹤0.01%	942
2019 Q1	$8K	Buy	+504	New	+$8.54K	﹤0.01%	718

Other funds holding CNO

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PIM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Berman Capital Advisors reduced its CNO Financial Group (CNO) stake by 5.5% in Q3 2021, selling an estimated $351 and leaving 257 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Berman Capital Advisors first reported a position in CNO in Q1 2019 and has held it in 8 quarters since. The position peaked at $8K in Q1 2019. 244 funds tracked by Wall St. Rank hold CNO as of Q3 2021.

Berman Capital Advisors held 257 shares of CNO Financial Group worth $6K as of Q3 2021.
Berman Capital Advisors sold 15 CNO Financial Group shares in Q3 2021, an estimated $351.
CNO Financial Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1369 holding.
Berman Capital Advisors first reported a position in CNO Financial Group in Q1 2019 and has held it in 8 quarters since.
Berman Capital Advisors's CNO Financial Group position peaked at $8K in Q1 2019.
244 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2021.

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