BCA
FUL icon

Berman Capital Advisors’s H.B. Fuller FUL Stock Holding History

Berman Capital Advisors’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$42K Buy
656
+51
+8% +$3.3K 0.01% 742
2021
Q2 		$38K Buy
605
+85
+16% +$5.7K 0.01% 677
2021
Q1 		$32K Buy
+520
New +$29.6K 0.01% 630
2020
Q2 		– Sell
-75
Closed -$2K – 1675
2020
Q1 		$2K Buy
75
+29
+63% +$1.22K ﹤0.01% 1128
2019
Q4 		$2K Buy
46
+1
+2% +$50 ﹤0.01% 1203
2019
Q3 		$2K Hold
45
– – ﹤0.01% 1179
2019
Q2 		$2K Hold
45
– – ﹤0.01% 1192
2019
Q1 		$2K Buy
+45
New +$2.16K ﹤0.01% 1084

Other funds holding FUL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Berman Capital Advisors increased its H.B. Fuller (FUL) stake by 8.4% in Q3 2021, buying an estimated $3.3K and bringing the position to 656 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #742.

Berman Capital Advisors first reported a position in FUL in Q1 2019 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold FUL as of Q3 2021.

  • Berman Capital Advisors held 656 shares of H.B. Fuller worth $42K as of Q3 2021.
  • Berman Capital Advisors bought 51 H.B. Fuller shares in Q3 2021, an estimated $3.3K.
  • H.B. Fuller made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #742 holding.
  • Berman Capital Advisors first reported a position in H.B. Fuller in Q1 2019 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2021.

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