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Berman Capital Advisors’s Encore Capital Group ECPG Stock Holding History

Berman Capital Advisors’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Buy
+8
New +$380 ﹤0.01% 2103
2020
Q2 		– Sell
-51
Closed -$1K – 1652
2020
Q1 		$1K Buy
+51
New +$1.72K ﹤0.01% 1274

Other funds holding ECPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return

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

Berman Capital Advisors opened a new position in Encore Capital Group (ECPG) in Q3 2021: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2103 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in ECPG as recently as Q1 2020.

Berman Capital Advisors first reported a position in ECPG in Q1 2020 and has held it in 2 quarters since. The position peaked at $1K in Q1 2020. 195 funds tracked by Wall St. Rank hold ECPG as of Q3 2021.

  • Berman Capital Advisors held 8 shares of Encore Capital Group worth $0 as of Q3 2021.
  • Encore Capital Group was a new Berman Capital Advisors position in Q3 2021.
  • Encore Capital Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2103 holding.
  • Berman Capital Advisors first reported a position in Encore Capital Group in Q1 2020 and has held it in 2 quarters since.
  • Berman Capital Advisors's Encore Capital Group position peaked at $1K in Q1 2020.
  • 195 funds tracked by Wall St. Rank held Encore Capital Group as of Q3 2021.

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