Berman Capital Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$6K	Sell	679 -51	-7%	-$484	﹤0.01%	1402
2021 Q2	$7K	Buy	730 +103	+16%	+$1.14K	﹤0.01%	1263
2021 Q1	$6K	Hold	627	–	–	﹤0.01%	1240
2020 Q4	$4K	Hold	627	–	–	﹤0.01%	1257
2020 Q3	$3K	Hold	627	–	–	﹤0.01%	1235
2020 Q2	$3K	Buy	+627	New	+$3.34K	﹤0.01%	1198
2019 Q2	–	Sell	-40	Closed	–	–	1610
2019 Q1	$0	Buy	+40	New	+$721	﹤0.01%	1510

Other funds holding HT

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

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Berman Capital Advisors reduced its Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) stake by 7% in Q3 2021, selling an estimated $484 and leaving 679 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Berman Capital Advisors first reported a position in HT in Q1 2019 and has held it in 7 quarters since. The position peaked at $7K in Q2 2021. 156 funds tracked by Wall St. Rank hold HT as of Q3 2021.

Berman Capital Advisors held 679 shares of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest worth $6K as of Q3 2021.
Berman Capital Advisors sold 51 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q3 2021, an estimated $484.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1402 holding.
Berman Capital Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2019 and has held it in 7 quarters since.
Berman Capital Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $7K in Q2 2021.
156 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q3 2021.

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