Berman Capital Advisors’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$322K	Buy	22,752 +255	+1%	+$3.47K	0.05%	189
2021 Q2	$333K	Buy	22,497 +3,652	+19%	+$48.5K	0.05%	167
2021 Q1	$230K	Buy	18,845 +3,137	+20%	+$35.9K	0.05%	174
2020 Q4	$137K	Buy	15,708 +1,471	+10%	+$12.3K	0.03%	211
2020 Q3	$93K	Buy	14,237 +1,094	+8%	+$7.41K	0.03%	238
2020 Q2	$79K	Buy	13,143 +1,875	+17%	+$10.4K	0.02%	251
2020 Q1	$53K	Buy	11,268 +7,274	+182%	+$54.5K	0.02%	284
2019 Q4	$37K	Sell	3,994 -538	-12%	-$4.84K	0.01%	378
2019 Q3	$41K	Sell	4,532 -410	-8%	-$3.9K	0.01%	344
2019 Q2	$50K	Buy	4,942 +1,389	+39%	+$13.7K	0.02%	299
2019 Q1	$31K	Buy	3,553 +1,130	+47%	+$9.71K	0.01%	356
2018 Q4	$18K	Buy	+2,423	New	+$21.6K	0.01%	403

Other funds holding F

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Berman Capital Advisors increased its Ford (F) stake by 1.1% in Q3 2021, buying an estimated $3.47K and bringing the position to 22,752 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #189.

Berman Capital Advisors first reported a position in F in Q4 2018 and has held it in 12 quarters since. The position peaked at $333K in Q2 2021. 1,370 funds tracked by Wall St. Rank hold F as of Q3 2021.

Berman Capital Advisors held 22,752 shares of Ford worth $322K as of Q3 2021.
Berman Capital Advisors bought 255 Ford shares in Q3 2021, an estimated $3.47K.
Ford made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #189 holding.
Berman Capital Advisors first reported a position in Ford in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Ford position peaked at $333K in Q2 2021.
1,370 funds tracked by Wall St. Rank held Ford as of Q3 2021.

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