Berman Capital Advisors’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$15K	Buy	118 +78	+195%	+$11.2K	﹤0.01%	1066
2021 Q2	$5K	Hold	40	–	–	﹤0.01%	1340
2021 Q1	$5K	Hold	40	–	–	﹤0.01%	1261
2020 Q4	$4K	Hold	40	–	–	﹤0.01%	1211
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	1184
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	1266
2020 Q1	$2K	Buy	40 +10	+33%	+$797	﹤0.01%	1122
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	1195
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	1173
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	1182
2019 Q1	$2K	Buy	+30	New	+$2.17K	﹤0.01%	1078

Other funds holding EXP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

Berman Capital Advisors increased its Eagle Materials (EXP) stake by 195% in Q3 2021, buying an estimated $11.2K and bringing the position to 118 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Berman Capital Advisors first reported a position in EXP in Q1 2019 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold EXP as of Q3 2021.

Berman Capital Advisors held 118 shares of Eagle Materials worth $15K as of Q3 2021.
Berman Capital Advisors bought 78 Eagle Materials shares in Q3 2021, an estimated $11.2K.
Eagle Materials made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1066 holding.
Berman Capital Advisors first reported a position in Eagle Materials in Q1 2019 and has held it in 11 quarters since.
361 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2021.

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