BCA
ESGR

Berman Capital Advisors’s Enstar Group ESGR Stock Holding History

Berman Capital Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Hold
12
– – ﹤0.01% 1682
2021
Q2 		$2K Hold
12
– – ﹤0.01% 1585
2021
Q1 		$2K Hold
12
– – ﹤0.01% 1502
2020
Q4 		$2K Hold
12
– – ﹤0.01% 1396
2020
Q3 		$1K Hold
12
– – ﹤0.01% 1441
2020
Q2 		$1K Buy
+12
New +$1.77K ﹤0.01% 1409

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Berman Capital Advisors held its Enstar Group (ESGR) position steady in Q3 2021 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Berman Capital Advisors first reported a position in ESGR in Q2 2020 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold ESGR as of Q3 2021.

  • Berman Capital Advisors held 12 shares of Enstar Group worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Enstar Group share count unchanged in Q3 2021.
  • Enstar Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1682 holding.
  • Berman Capital Advisors first reported a position in Enstar Group in Q2 2020 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Enstar Group as of Q3 2021.

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