Berman Capital Advisors’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	1695
2021 Q2	$2K	Buy	+25	New	+$2.03K	﹤0.01%	1598

Other funds holding HCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors held its HCI Group (HCI) position steady in Q3 2021 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Berman Capital Advisors first reported a position in HCI in Q2 2021 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold HCI as of Q3 2021.

Berman Capital Advisors held 25 shares of HCI Group worth $2K as of Q3 2021.
Berman Capital Advisors left its HCI Group share count unchanged in Q3 2021.
HCI Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1695 holding.
Berman Capital Advisors first reported a position in HCI Group in Q2 2021 and has held it in 2 quarters since.
156 funds tracked by Wall St. Rank held HCI Group as of Q3 2021.

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