Berman Capital Advisors’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Sell	50 -17	-25%	-$776	﹤0.01%	1699
2021 Q2	$3K	Buy	67 +17	+34%	+$936	﹤0.01%	1494
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1518
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	1539
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	1457
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	1434
2020 Q1	$0	Hold	50	–	–	﹤0.01%	1554
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	1333
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	1321
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	1331
2019 Q1	$1K	Buy	+50	New	+$1.02K	﹤0.01%	1214

Other funds holding ICHR

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Berman Capital Advisors reduced its Ichor Holdings (ICHR) stake by 25% in Q3 2021, selling an estimated $776 and leaving 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Berman Capital Advisors first reported a position in ICHR in Q1 2019 and has held it in 11 quarters since. The position peaked at $3K in Q2 2021. 187 funds tracked by Wall St. Rank hold ICHR as of Q3 2021.

Berman Capital Advisors held 50 shares of Ichor Holdings worth $2K as of Q3 2021.
Berman Capital Advisors sold 17 Ichor Holdings shares in Q3 2021, an estimated $776.
Ichor Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1699 holding.
Berman Capital Advisors first reported a position in Ichor Holdings in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Ichor Holdings position peaked at $3K in Q2 2021.
187 funds tracked by Wall St. Rank held Ichor Holdings as of Q3 2021.

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