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Berman Capital Advisors’s CVR Energy CVI Stock Holding History

Berman Capital Advisors’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Buy
+447
New +$6.3K ﹤0.01% 1309
2020
Q3 		– Sell
-117
Closed -$2K – 1626
2020
Q2 		$2K Buy
+117
New +$2.36K ﹤0.01% 1254

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors opened a new position in CVR Energy (CVI) in Q3 2021: 447 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in CVI as recently as Q2 2020.

Berman Capital Advisors first reported a position in CVI in Q2 2020 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold CVI as of Q3 2021.

  • Berman Capital Advisors held 447 shares of CVR Energy worth $7K as of Q3 2021.
  • CVR Energy was a new Berman Capital Advisors position in Q3 2021.
  • CVR Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1309 holding.
  • Berman Capital Advisors first reported a position in CVR Energy in Q2 2020 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held CVR Energy as of Q3 2021.

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