Berman Capital Advisors’s Howmet Aerospace HWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$67K	Buy	2,165 +615	+40%	+$19.8K	0.01%	569
2021 Q2	$53K	Buy	1,550 +651	+72%	+$21.7K	0.01%	548
2021 Q1	$28K	Buy	899 +12	+1%	+$345	0.01%	677
2020 Q4	$25K	Buy	887 +733	+476%	+$16.3K	0.01%	610
2020 Q3	$2K	Buy	154 +30	+24%	+$501	﹤0.01%	1297
2020 Q2	$1K	Sell	124 -405	-77%	-$5.32K	﹤0.01%	1431
2020 Q1	$6K	Buy	529 +43	+9%	+$894	﹤0.01%	838
2019 Q4	$11K	Hold	486	–	–	﹤0.01%	704
2019 Q3	$9K	Hold	486	–	–	﹤0.01%	744
2019 Q2	$9K	Buy	486 +472	+3,371%	+$7.96K	﹤0.01%	768
2019 Q1	$0	Sell	14 -13	-48%	-$186	﹤0.01%	1390
2018 Q4	$0	Buy	+27	New	+$422	﹤0.01%	1179

Other funds holding HWM

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Berman Capital Advisors increased its Howmet Aerospace (HWM) stake by 40% in Q3 2021, buying an estimated $19.8K and bringing the position to 2,165 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #569.

Berman Capital Advisors first reported a position in HWM in Q4 2018 and has held it in 12 quarters since. 473 funds tracked by Wall St. Rank hold HWM as of Q3 2021.

Berman Capital Advisors held 2,165 shares of Howmet Aerospace worth $67K as of Q3 2021.
Berman Capital Advisors bought 615 Howmet Aerospace shares in Q3 2021, an estimated $19.8K.
Howmet Aerospace made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #569 holding.
Berman Capital Advisors first reported a position in Howmet Aerospace in Q4 2018 and has held it in 12 quarters since.
473 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2021.

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