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Berman Capital Advisors’s Equinix EQIX Stock Holding History

Berman Capital Advisors’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$289K Buy
367
+86
+31% +$71.4K 0.05% 206
2021
Q2 		$225K Buy
281
+51
+22% +$37.9K 0.04% 214
2021
Q1 		$155K Buy
230
+63
+38% +$43.2K 0.03% 223
2020
Q4 		$119K Buy
167
+2
+1% +$1.49K 0.03% 227
2020
Q3 		$124K Buy
165
+13
+9% +$9.84K 0.04% 197
2020
Q2 		$106K Buy
152
+14
+10% +$9.47K 0.03% 218
2020
Q1 		$85K Buy
138
+50
+57% +$29.9K 0.03% 223
2019
Q4 		$51K Buy
88
+2
+2% +$1.12K 0.01% 321
2019
Q3 		$49K Buy
86
+15
+21% +$8.06K 0.02% 304
2019
Q2 		$35K Buy
71
+22
+45% +$10.6K 0.01% 373
2019
Q1 		$22K Buy
49
+35
+250% +$14.3K 0.01% 428
2018
Q4 		$4K Buy
+14
New +$5.46K ﹤0.01% 729

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berman Capital Advisors increased its Equinix (EQIX) stake by 31% in Q3 2021, buying an estimated $71.4K and bringing the position to 367 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #206.

Berman Capital Advisors first reported a position in EQIX in Q4 2018 and has held it in 12 quarters since. 939 funds tracked by Wall St. Rank hold EQIX as of Q3 2021.

  • Berman Capital Advisors held 367 shares of Equinix worth $289K as of Q3 2021.
  • Berman Capital Advisors bought 86 Equinix shares in Q3 2021, an estimated $71.4K.
  • Equinix made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #206 holding.
  • Berman Capital Advisors first reported a position in Equinix in Q4 2018 and has held it in 12 quarters since.
  • 939 funds tracked by Wall St. Rank held Equinix as of Q3 2021.

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