BCA
HA

Berman Capital Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

Berman Capital Advisors’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$6K Buy
279
+240
+615% +$4.92K ﹤0.01% 1398
2021
Q2 		$0 Buy
+39
New +$1.01K ﹤0.01% 2086

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors increased its Hawaiian Holdings, Inc. (HA) stake by 615% in Q3 2021, buying an estimated $4.92K and bringing the position to 279 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Berman Capital Advisors first reported a position in HA in Q2 2021 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold HA as of Q3 2021.

  • Berman Capital Advisors held 279 shares of Hawaiian Holdings, Inc. worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 240 Hawaiian Holdings, Inc. shares in Q3 2021, an estimated $4.92K.
  • Hawaiian Holdings, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1398 holding.
  • Berman Capital Advisors first reported a position in Hawaiian Holdings, Inc. in Q2 2021 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2021.

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