Berman Capital Advisors’s Fidelity National Financial FNF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$18K	Buy	422 +244	+137%	+$10.8K	﹤0.01%	1011
2021 Q2	$7K	Buy	178 +1	+0.6%	+$44	﹤0.01%	1234
2021 Q1	$6K	Buy	177 +1	+0.6%	+$38	﹤0.01%	1206
2020 Q4	$6K	Buy	176 +12	+7%	+$405	﹤0.01%	1083
2020 Q3	$4K	Sell	164 -4	-2%	-$125	﹤0.01%	1099
2020 Q2	$4K	Sell	168 -6	-3%	-$165	﹤0.01%	1048
2020 Q1	$4K	Buy	174 +100	+135%	+$3.93K	﹤0.01%	940
2019 Q4	$3K	Buy	74 +1	+1%	+$44	﹤0.01%	1094
2019 Q3	$3K	Hold	73	–	–	﹤0.01%	1073
2019 Q2	$2K	Buy	73 +1	+1%	+$38	﹤0.01%	1187
2019 Q1	$2K	Buy	72 +67	+1,340%	+$2.25K	﹤0.01%	1082
2018 Q4	$0	Buy	+5	New	+$161	﹤0.01%	1166

Other funds holding FNF

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Berman Capital Advisors increased its Fidelity National Financial (FNF) stake by 137% in Q3 2021, buying an estimated $10.8K and bringing the position to 422 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Berman Capital Advisors first reported a position in FNF in Q4 2018 and has held it in 12 quarters since. 582 funds tracked by Wall St. Rank hold FNF as of Q3 2021.

Berman Capital Advisors held 422 shares of Fidelity National Financial worth $18K as of Q3 2021.
Berman Capital Advisors bought 244 Fidelity National Financial shares in Q3 2021, an estimated $10.8K.
Fidelity National Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1011 holding.
Berman Capital Advisors first reported a position in Fidelity National Financial in Q4 2018 and has held it in 12 quarters since.
582 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2021.

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