Berman Capital Advisors’s Gen Digital GEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$48K	Buy	1,935 +722	+60%	+$18.8K	0.01%	690
2021 Q2	$33K	Buy	1,213 +897	+284%	+$22.3K	0.01%	739
2021 Q1	$6K	Buy	316 +53	+20%	+$1.11K	﹤0.01%	1208
2020 Q4	$5K	Buy	263 +11	+4%	+$222	﹤0.01%	1139
2020 Q3	$4K	Hold	252	–	–	﹤0.01%	1103
2020 Q2	$4K	Sell	252 -83	-25%	-$1.69K	﹤0.01%	1051
2020 Q1	$4K	Sell	335 -173	-34%	-$3.74K	﹤0.01%	941
2019 Q4	$12K	Hold	508	–	–	﹤0.01%	673
2019 Q3	$12K	Buy	508 +148	+41%	+$3.45K	﹤0.01%	658
2019 Q2	$7K	Sell	360 -72	-17%	-$1.55K	﹤0.01%	859
2019 Q1	$9K	Sell	432 -4	-0.9%	-$87	﹤0.01%	687
2018 Q4	$8K	Buy	+436	New	+$9.01K	﹤0.01%	558

Other funds holding GEN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Berman Capital Advisors increased its Gen Digital (GEN) stake by 60% in Q3 2021, buying an estimated $18.8K and bringing the position to 1,935 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #690.

Berman Capital Advisors first reported a position in GEN in Q4 2018 and has held it in 12 quarters since. 547 funds tracked by Wall St. Rank hold GEN as of Q3 2021.

Berman Capital Advisors held 1,935 shares of Gen Digital worth $48K as of Q3 2021.
Berman Capital Advisors bought 722 Gen Digital shares in Q3 2021, an estimated $18.8K.
Gen Digital made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #690 holding.
Berman Capital Advisors first reported a position in Gen Digital in Q4 2018 and has held it in 12 quarters since.
547 funds tracked by Wall St. Rank held Gen Digital as of Q3 2021.

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