Berman Capital Advisors’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	1843
2021 Q2	$1K	Buy	19 +7	+58%	+$692	﹤0.01%	1720
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1624
2020 Q4	$1K	Buy	+12	New	+$991	﹤0.01%	1519
2020 Q2	–	Sell	-33	Closed	-$1K	–	1646
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	1272
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	1188
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	1167
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	1177
2019 Q1	$2K	Buy	+33	New	+$2.11K	﹤0.01%	1074

Other funds holding DLB

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Berman Capital Advisors held its Dolby (DLB) position steady in Q3 2021 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Berman Capital Advisors first reported a position in DLB in Q1 2019 and has held it in 9 quarters since. The position peaked at $2K in Q4 2019. 380 funds tracked by Wall St. Rank hold DLB as of Q3 2021.

Berman Capital Advisors held 19 shares of Dolby worth $1K as of Q3 2021.
Berman Capital Advisors left its Dolby share count unchanged in Q3 2021.
Dolby made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1843 holding.
Berman Capital Advisors first reported a position in Dolby in Q1 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Dolby position peaked at $2K in Q4 2019.
380 funds tracked by Wall St. Rank held Dolby as of Q3 2021.

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