Berman Capital Advisors’s DuPont de Nemours DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$446K	Buy	5,248 +112	+2%	+$10.4K	0.07%	147
2021 Q2	$498K	Buy	5,136 +755	+17%	+$75.8K	0.08%	118
2021 Q1	$424K	Sell	4,381 -1,685	-28%	-$162K	0.09%	110
2020 Q4	$541K	Buy	6,066 +263	+5%	+$20.7K	0.13%	80
2020 Q3	$403K	Buy	5,803 +286	+5%	+$20K	0.11%	81
2020 Q2	$366K	Buy	5,517 +206	+4%	+$12K	0.1%	84
2020 Q1	$226K	Buy	5,311 +3,699	+229%	+$226K	0.07%	110
2019 Q4	$129K	Sell	1,612 -34	-2%	-$2.82K	0.04%	191
2019 Q3	$146K	Buy	1,646 +456	+38%	+$40.1K	0.05%	163
2019 Q2	$111K	Sell	1,190 -1,049	-47%	-$125K	0.04%	196
2019 Q1	$302K	Buy	2,239 +585	+35%	+$81.2K	0.1%	94
2018 Q4	$223K	Buy	+1,654	New	+$238K	0.09%	97

Other funds holding DD

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Berman Capital Advisors increased its DuPont de Nemours (DD) stake by 2.2% in Q3 2021, buying an estimated $10.4K and bringing the position to 5,248 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #147.

Berman Capital Advisors first reported a position in DD in Q4 2018 and has held it in 12 quarters since. The position peaked at $541K in Q4 2020. 1,255 funds tracked by Wall St. Rank hold DD as of Q3 2021.

Berman Capital Advisors held 5,248 shares of DuPont de Nemours worth $446K as of Q3 2021.
Berman Capital Advisors bought 112 DuPont de Nemours shares in Q3 2021, an estimated $10.4K.
DuPont de Nemours made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #147 holding.
Berman Capital Advisors first reported a position in DuPont de Nemours in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's DuPont de Nemours position peaked at $541K in Q4 2020.
1,255 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2021.

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