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Berman Capital Advisors’s The GEO Group GEO Stock Holding History

Berman Capital Advisors’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$5K Buy
773
+461
+148% +$3.39K ﹤0.01% 1422
2021
Q2 		$2K Buy
+312
New +$1.97K ﹤0.01% 1594

Other funds holding GEO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Berman Capital Advisors increased its The GEO Group (GEO) stake by 148% in Q3 2021, buying an estimated $3.39K and bringing the position to 773 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Berman Capital Advisors first reported a position in GEO in Q2 2021 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold GEO as of Q3 2021.

  • Berman Capital Advisors held 773 shares of The GEO Group worth $5K as of Q3 2021.
  • Berman Capital Advisors bought 461 The GEO Group shares in Q3 2021, an estimated $3.39K.
  • The GEO Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1422 holding.
  • Berman Capital Advisors first reported a position in The GEO Group in Q2 2021 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held The GEO Group as of Q3 2021.

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