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Berman Capital Advisors’s Cisco CSCO Stock Holding History

Berman Capital Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.28M Buy
23,531
+3,568
+18% +$200K 0.2% 62
2021
Q2 		$1.06M Buy
19,963
+2,971
+17% +$156K 0.17% 66
2021
Q1 		$878K Buy
16,992
+3,331
+24% +$156K 0.18% 62
2020
Q4 		$610K Sell
13,661
-1,247
-8% -$51.2K 0.15% 76
2020
Q3 		$585K Sell
14,908
-1,513
-9% -$65.9K 0.17% 65
2020
Q2 		$765K Buy
16,421
+868
+6% +$38.1K 0.2% 55
2020
Q1 		$609K Sell
15,553
-465
-3% -$20.4K 0.2% 58
2019
Q4 		$767K Buy
16,018
+106
+0.7% +$4.93K 0.22% 52
2019
Q3 		$785K Sell
15,912
-890
-5% -$46.3K 0.24% 44
2019
Q2 		$919K Buy
16,802
+1,286
+8% +$71K 0.29% 39
2019
Q1 		$837K Buy
15,516
+605
+4% +$29.4K 0.28% 41
2018
Q4 		$645K Buy
14,911
+6,186
+71% +$283K 0.25% 43
2018
Q3 		$424K Sell
8,725
-170
-2% -$7.65K 0.18% 61
2018
Q2 		$383K Buy
8,895
+602
+7% +$26.3K 0.13% 72
2018
Q1 		$356K Buy
8,293
+2,488
+43% +$106K 0.14% 73
2017
Q4 		$222K Buy
+5,805
New +$207K 0.07% 94

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Berman Capital Advisors increased its Cisco (CSCO) stake by 18% in Q3 2021, buying an estimated $200K and bringing the position to 23,531 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #62.

Berman Capital Advisors first reported a position in CSCO in Q4 2017 and has held it in 16 quarters since. 2,717 funds tracked by Wall St. Rank hold CSCO as of Q3 2021.

  • Berman Capital Advisors held 23,531 shares of Cisco worth $1.28M as of Q3 2021.
  • Berman Capital Advisors bought 3,568 Cisco shares in Q3 2021, an estimated $200K.
  • Cisco made up 0.2% of Berman Capital Advisors's portfolio in Q3 2021, its #62 holding.
  • Berman Capital Advisors first reported a position in Cisco in Q4 2017 and has held it in 16 quarters since.
  • 2,717 funds tracked by Wall St. Rank held Cisco as of Q3 2021.

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