Berman Capital Advisors’s GreenSky, Inc. Class A Common Stock GSKY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$47K	Buy	4,263 +25	+0.6%	+$196	0.01%	710
2021 Q2	$23K	Hold	4,238	–	–	﹤0.01%	863
2021 Q1	$26K	Sell	4,238 -29,535	-87%	-$169K	0.01%	709
2020 Q4	$156K	Hold	33,773	–	–	0.04%	196
2020 Q3	$149K	Hold	33,773	–	–	0.04%	177
2020 Q2	$165K	Hold	33,773	–	–	0.04%	160
2020 Q1	$129K	Buy	33,773 +4,225	+14%	+$31.4K	0.04%	165
2019 Q4	$262K	Hold	29,548	–	–	0.08%	114
2019 Q3	$202K	Buy	29,548 +14,535	+97%	+$130K	0.06%	128
2019 Q2	$184K	Hold	15,013	–	–	0.06%	137
2019 Q1	$194K	Hold	15,013	–	–	0.06%	127
2018 Q4	$143K	Buy	+15,013	New	+$175K	0.06%	133

Other funds holding GSKY

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

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

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

Berman Capital Advisors increased its GreenSky, Inc. Class A Common Stock (GSKY) stake by 0.59% in Q3 2021, buying an estimated $196 and bringing the position to 4,263 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #710.

Berman Capital Advisors first reported a position in GSKY in Q4 2018 and has held it in 12 quarters since. The position peaked at $262K in Q4 2019. 144 funds tracked by Wall St. Rank hold GSKY as of Q3 2021.

Berman Capital Advisors held 4,263 shares of GreenSky, Inc. Class A Common Stock worth $47K as of Q3 2021.
Berman Capital Advisors bought 25 GreenSky, Inc. Class A Common Stock shares in Q3 2021, an estimated $196.
GreenSky, Inc. Class A Common Stock made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #710 holding.
Berman Capital Advisors first reported a position in GreenSky, Inc. Class A Common Stock in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's GreenSky, Inc. Class A Common Stock position peaked at $262K in Q4 2019.
144 funds tracked by Wall St. Rank held GreenSky, Inc. Class A Common Stock as of Q3 2021.

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