Berman Capital Advisors’s DigitalBridge DBRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$8K	Buy	338 +120	+55%	+$3.31K	﹤0.01%	1250
2021 Q2	$6K	Hold	218	–	–	﹤0.01%	1282
2021 Q1	$5K	Hold	218	–	–	﹤0.01%	1258
2020 Q4	$4K	Hold	218	–	–	﹤0.01%	1207
2020 Q3	$2K	Sell	218 -400	-65%	-$3.87K	﹤0.01%	1275
2020 Q2	$5K	Buy	618 +496	+407%	+$4.3K	﹤0.01%	969
2020 Q1	$0	Sell	122 -201	-62%	-$3.19K	﹤0.01%	1510
2019 Q4	$6K	Buy	323 +79	+32%	+$1.63K	﹤0.01%	917
2019 Q3	$5K	Buy	244 +98	+67%	+$2.03K	﹤0.01%	936
2019 Q2	$2K	Sell	146 -96	-40%	-$1.99K	﹤0.01%	1175
2019 Q1	$5K	Buy	+242	New	+$5.4K	﹤0.01%	857

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

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

Berman Capital Advisors increased its DigitalBridge (DBRG) stake by 55% in Q3 2021, buying an estimated $3.31K and bringing the position to 338 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Berman Capital Advisors first reported a position in DBRG in Q1 2019 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold DBRG as of Q3 2021.

Berman Capital Advisors held 338 shares of DigitalBridge worth $8K as of Q3 2021.
Berman Capital Advisors bought 120 DigitalBridge shares in Q3 2021, an estimated $3.31K.
DigitalBridge made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1250 holding.
Berman Capital Advisors first reported a position in DigitalBridge in Q1 2019 and has held it in 11 quarters since.
303 funds tracked by Wall St. Rank held DigitalBridge as of Q3 2021.

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