Berman Capital Advisors’s Custom Truck One Source CTOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Buy	+236	New	+$1.99K	﹤0.01%	1674

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Berman Capital Advisors opened a new position in Custom Truck One Source (CTOS) in Q3 2021: 236 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings.

73 funds tracked by Wall St. Rank hold CTOS as of Q3 2021.

Berman Capital Advisors held 236 shares of Custom Truck One Source worth $2K as of Q3 2021.
Custom Truck One Source was a new Berman Capital Advisors position in Q3 2021.
Custom Truck One Source made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1674 holding.
73 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2021.

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