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Berman Capital Advisors’s Grocery Outlet GO Stock Holding History

Berman Capital Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$8K Buy
422
+391
+1,261% +$11.2K ﹤0.01% 1256
2021
Q2 		$1K Sell
31
-56
-64% -$2.05K ﹤0.01% 1742
2021
Q1 		$3K Buy
87
+56
+181% +$2.17K ﹤0.01% 1417
2020
Q4 		$1K Hold
31
– – ﹤0.01% 1533
2020
Q3 		$1K Hold
31
– – ﹤0.01% 1455
2020
Q2 		$1K Buy
+31
New +$1.11K ﹤0.01% 1426

Other funds holding GO

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Berman Capital Advisors increased its Grocery Outlet (GO) stake by 1,261% in Q3 2021, buying an estimated $11.2K and bringing the position to 422 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Berman Capital Advisors first reported a position in GO in Q2 2020 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold GO as of Q3 2021.

  • Berman Capital Advisors held 422 shares of Grocery Outlet worth $8K as of Q3 2021.
  • Berman Capital Advisors bought 391 Grocery Outlet shares in Q3 2021, an estimated $11.2K.
  • Grocery Outlet made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1256 holding.
  • Berman Capital Advisors first reported a position in Grocery Outlet in Q2 2020 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2021.

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