Berman Capital Advisors’s CRH CRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7K	Buy	155 +25	+19%	+$1.27K	﹤0.01%	1307
2021 Q2	$6K	Buy	130 +1	+0.8%	+$50	﹤0.01%	1280
2021 Q1	$6K	Buy	129 +21	+19%	+$944	﹤0.01%	1198
2020 Q4	$4K	Buy	108 +1	+0.9%	+$39	﹤0.01%	1205
2020 Q3	$3K	Hold	107	–	–	﹤0.01%	1176
2020 Q2	$3K	Sell	107 -150	-58%	-$4.63K	﹤0.01%	1120
2020 Q1	$6K	Buy	257 +25	+11%	+$859	﹤0.01%	829
2019 Q4	$9K	Buy	232 +24	+12%	+$889	﹤0.01%	769
2019 Q3	$7K	Hold	208	–	–	﹤0.01%	829
2019 Q2	$6K	Buy	208 +51	+32%	+$1.66K	﹤0.01%	897
2019 Q1	$4K	Sell	157 -72	-31%	-$2.16K	﹤0.01%	908
2018 Q4	$5K	Buy	+229	New	+$6.49K	﹤0.01%	676

Other funds holding CRH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Berman Capital Advisors increased its CRH (CRH) stake by 19% in Q3 2021, buying an estimated $1.27K and bringing the position to 155 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Berman Capital Advisors first reported a position in CRH in Q4 2018 and has held it in 12 quarters since. The position peaked at $9K in Q4 2019. 219 funds tracked by Wall St. Rank hold CRH as of Q3 2021.

Berman Capital Advisors held 155 shares of CRH worth $7K as of Q3 2021.
Berman Capital Advisors bought 25 CRH shares in Q3 2021, an estimated $1.27K.
CRH made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1307 holding.
Berman Capital Advisors first reported a position in CRH in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's CRH position peaked at $9K in Q4 2019.
219 funds tracked by Wall St. Rank held CRH as of Q3 2021.

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