Berman Capital Advisors’s Eagle Bancorp EGBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$20K	Sell	358 -34	-9%	-$1.9K	﹤0.01%	981
2021 Q2	$21K	Sell	392 -19	-5%	-$1.05K	﹤0.01%	883
2021 Q1	$21K	Sell	411 -120	-23%	-$5.82K	﹤0.01%	768
2020 Q4	$21K	Hold	531	–	–	0.01%	655
2020 Q3	$14K	Buy	531 +266	+100%	+$7.84K	﹤0.01%	686
2020 Q2	$8K	Buy	265 +9	+4%	+$287	﹤0.01%	830
2020 Q1	$7K	Buy	256 +146	+133%	+$5.88K	﹤0.01%	762
2019 Q4	$5K	Hold	110	–	–	﹤0.01%	969
2019 Q3	$4K	Buy	+110	New	+$4.8K	﹤0.01%	994

Other funds holding EGBN

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Berman Capital Advisors reduced its Eagle Bancorp (EGBN) stake by 8.7% in Q3 2021, selling an estimated $1.9K and leaving 358 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Berman Capital Advisors first reported a position in EGBN in Q3 2019 and has held it in 9 quarters since. The position peaked at $21K in Q2 2021. 181 funds tracked by Wall St. Rank hold EGBN as of Q3 2021.

Berman Capital Advisors held 358 shares of Eagle Bancorp worth $20K as of Q3 2021.
Berman Capital Advisors sold 34 Eagle Bancorp shares in Q3 2021, an estimated $1.9K.
Eagle Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #981 holding.
Berman Capital Advisors first reported a position in Eagle Bancorp in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Eagle Bancorp position peaked at $21K in Q2 2021.
181 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2021.

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