Berman Capital Advisors’s Huntington Ingalls Industries HII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$42K	Buy	219 +10	+5%	+$2.02K	0.01%	744
2021 Q2	$44K	Buy	209 +1	+0.5%	+$213	0.01%	629
2021 Q1	$42K	Buy	208 +12	+6%	+$2.15K	0.01%	536
2020 Q4	$33K	Buy	196 +42	+27%	+$6.67K	0.01%	525
2020 Q3	$21K	Buy	154 +79	+105%	+$12.7K	0.01%	566
2020 Q2	$13K	Buy	75 +30	+67%	+$5.57K	﹤0.01%	669
2020 Q1	$7K	Buy	45 +10	+29%	+$2.33K	﹤0.01%	770
2019 Q4	$8K	Hold	35	–	–	﹤0.01%	829
2019 Q3	$7K	Sell	35 -2	-5%	-$436	﹤0.01%	835
2019 Q2	$8K	Buy	37 +32	+640%	+$6.86K	﹤0.01%	810
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	1208
2018 Q4	$0	Buy	+5	New	+$1.09K	﹤0.01%	1176

Other funds holding HII

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Berman Capital Advisors increased its Huntington Ingalls Industries (HII) stake by 4.8% in Q3 2021, buying an estimated $2.02K and bringing the position to 219 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #744.

Berman Capital Advisors first reported a position in HII in Q4 2018 and has held it in 12 quarters since. The position peaked at $44K in Q2 2021. 486 funds tracked by Wall St. Rank hold HII as of Q3 2021.

Berman Capital Advisors held 219 shares of Huntington Ingalls Industries worth $42K as of Q3 2021.
Berman Capital Advisors bought 10 Huntington Ingalls Industries shares in Q3 2021, an estimated $2.02K.
Huntington Ingalls Industries made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #744 holding.
Berman Capital Advisors first reported a position in Huntington Ingalls Industries in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Huntington Ingalls Industries position peaked at $44K in Q2 2021.
486 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q3 2021.

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