Berman Capital Advisors’s Henry Schein HSIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$18K	Buy	244 +142	+139%	+$10.9K	﹤0.01%	1015
2021 Q2	$7K	Buy	102 +74	+264%	+$5.58K	﹤0.01%	1237
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	1645
2020 Q4	$1K	Buy	28 +18	+180%	+$1.16K	﹤0.01%	1536
2020 Q3	$0	Hold	10	–	–	﹤0.01%	1674
2020 Q2	$0	Hold	10	–	–	﹤0.01%	1696
2020 Q1	$0	Sell	10 -66	-87%	-$4.19K	﹤0.01%	1551
2019 Q4	$5K	Hold	76	–	–	﹤0.01%	974
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	1005
2019 Q2	$5K	Buy	76 +10	+15%	+$661	﹤0.01%	951
2019 Q1	$3K	Sell	66 -25	-27%	-$1.51K	﹤0.01%	1002
2018 Q4	$5K	Buy	+91	New	+$5.99K	﹤0.01%	686

Other funds holding HSIC

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors increased its Henry Schein (HSIC) stake by 139% in Q3 2021, buying an estimated $10.9K and bringing the position to 244 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Berman Capital Advisors first reported a position in HSIC in Q4 2018 and has held it in 12 quarters since. 530 funds tracked by Wall St. Rank hold HSIC as of Q3 2021.

Berman Capital Advisors held 244 shares of Henry Schein worth $18K as of Q3 2021.
Berman Capital Advisors bought 142 Henry Schein shares in Q3 2021, an estimated $10.9K.
Henry Schein made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1015 holding.
Berman Capital Advisors first reported a position in Henry Schein in Q4 2018 and has held it in 12 quarters since.
530 funds tracked by Wall St. Rank held Henry Schein as of Q3 2021.

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