Berman Capital Advisors’s First Merchants FRME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$39K	Buy	943 +129	+16%	+$5.25K	0.01%	769
2021 Q2	$33K	Buy	814 +198	+32%	+$9.03K	0.01%	737
2021 Q1	$28K	Buy	+616	New	+$26.5K	0.01%	675
2020 Q3	–	Sell	-48	Closed	-$1K	–	1655
2020 Q2	$1K	Buy	+48	New	+$1.28K	﹤0.01%	1419

Other funds holding FRME

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Berman Capital Advisors increased its First Merchants (FRME) stake by 16% in Q3 2021, buying an estimated $5.25K and bringing the position to 943 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #769.

Berman Capital Advisors first reported a position in FRME in Q2 2020 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold FRME as of Q3 2021.

Berman Capital Advisors held 943 shares of First Merchants worth $39K as of Q3 2021.
Berman Capital Advisors bought 129 First Merchants shares in Q3 2021, an estimated $5.25K.
First Merchants made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #769 holding.
Berman Capital Advisors first reported a position in First Merchants in Q2 2020 and has held it in 4 quarters since.
207 funds tracked by Wall St. Rank held First Merchants as of Q3 2021.

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