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Berman Capital Advisors’s Halozyme HALO Stock Holding History

Berman Capital Advisors’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$10K Sell
249
-38
-13% -$1.59K ﹤0.01% 1185
2021
Q2 		$13K Buy
287
+69
+32% +$3.05K ﹤0.01% 1054
2021
Q1 		$9K Buy
218
+8
+4% +$365 ﹤0.01% 1060
2020
Q4 		$8K Buy
210
+8
+4% +$288 ﹤0.01% 999
2020
Q3 		$5K Hold
202
– – ﹤0.01% 1036
2020
Q2 		$5K Buy
+202
New +$4.56K ﹤0.01% 975

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors reduced its Halozyme (HALO) stake by 13% in Q3 2021, selling an estimated $1.59K and leaving 249 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Berman Capital Advisors first reported a position in HALO in Q2 2020 and has held it in 6 quarters since. The position peaked at $13K in Q2 2021. 325 funds tracked by Wall St. Rank hold HALO as of Q3 2021.

  • Berman Capital Advisors held 249 shares of Halozyme worth $10K as of Q3 2021.
  • Berman Capital Advisors sold 38 Halozyme shares in Q3 2021, an estimated $1.59K.
  • Halozyme made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1185 holding.
  • Berman Capital Advisors first reported a position in Halozyme in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Halozyme position peaked at $13K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Halozyme as of Q3 2021.

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