Berman Capital Advisors’s Empire State Realty Trust ESRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$24K	Sell	2,443 -1,973	-45%	-$21.3K	﹤0.01%	919
2021 Q2	$53K	Buy	4,416 +1,107	+33%	+$13K	0.01%	545
2021 Q1	$36K	Buy	3,309 +1,025	+45%	+$10.7K	0.01%	599
2020 Q4	$21K	Sell	2,284 -877	-28%	-$6.92K	0.01%	656
2020 Q3	$19K	Buy	3,161 +2,999	+1,851%	+$19.5K	0.01%	596
2020 Q2	$1K	Sell	162 -9	-5%	-$69	﹤0.01%	1410
2020 Q1	$1K	Buy	+171	New	+$2.09K	﹤0.01%	1280

Other funds holding ESRT

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Berman Capital Advisors reduced its Empire State Realty Trust (ESRT) stake by 45% in Q3 2021, selling an estimated $21.3K and leaving 2,443 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Berman Capital Advisors first reported a position in ESRT in Q1 2020 and has held it in 7 quarters since. The position peaked at $53K in Q2 2021. 186 funds tracked by Wall St. Rank hold ESRT as of Q3 2021.

Berman Capital Advisors held 2,443 shares of Empire State Realty Trust worth $24K as of Q3 2021.
Berman Capital Advisors sold 1,973 Empire State Realty Trust shares in Q3 2021, an estimated $21.3K.
Empire State Realty Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #919 holding.
Berman Capital Advisors first reported a position in Empire State Realty Trust in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's Empire State Realty Trust position peaked at $53K in Q2 2021.
186 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2021.

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