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Berman Capital Advisors’s Elbit Systems ESLT Stock Holding History

Berman Capital Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Sell
7
-7
-50% -$967 ﹤0.01% 1852
2021
Q2 		$1K Hold
14
– – ﹤0.01% 1730
2021
Q1 		$2K Buy
14
+8
+133% +$1.09K ﹤0.01% 1503
2020
Q4 		$0 Sell
6
-23
-79% -$2.77K ﹤0.01% 1708
2020
Q3 		$3K Sell
29
-8
-22% -$1.06K ﹤0.01% 1183
2020
Q2 		$4K Buy
37
+11
+42% +$1.49K ﹤0.01% 1042
2020
Q1 		$3K Buy
26
+10
+63% +$1.46K ﹤0.01% 1024
2019
Q4 		$2K Hold
16
– – ﹤0.01% 1193
2019
Q3 		$2K Hold
16
– – ﹤0.01% 1172
2019
Q2 		$2K Hold
16
– – ﹤0.01% 1180
2019
Q1 		$2K Hold
16
– – ﹤0.01% 1077
2018
Q4 		$1K Buy
+16
New +$1.94K ﹤0.01% 986

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Berman Capital Advisors reduced its Elbit Systems (ESLT) stake by 50% in Q3 2021, selling an estimated $967 and leaving 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Berman Capital Advisors first reported a position in ESLT in Q4 2018 and has held it in 12 quarters since. The position peaked at $4K in Q2 2020. 121 funds tracked by Wall St. Rank hold ESLT as of Q3 2021.

  • Berman Capital Advisors held 7 shares of Elbit Systems worth $1K as of Q3 2021.
  • Berman Capital Advisors sold 7 Elbit Systems shares in Q3 2021, an estimated $967.
  • Elbit Systems made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1852 holding.
  • Berman Capital Advisors first reported a position in Elbit Systems in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Elbit Systems position peaked at $4K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2021.

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