Berman Capital Advisors’s Infosys INFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$15K	Buy	697 +53	+8%	+$1.2K	﹤0.01%	1068
2021 Q2	$13K	Sell	644 -48	-7%	-$917	﹤0.01%	1055
2021 Q1	$12K	Buy	692 +222	+47%	+$4.02K	﹤0.01%	959
2020 Q4	$7K	Hold	470	–	–	﹤0.01%	1044
2020 Q3	$6K	Sell	470 -33	-7%	-$412	﹤0.01%	967
2020 Q2	$4K	Sell	503 -823	-62%	-$7.35K	﹤0.01%	1058
2020 Q1	$10K	Sell	1,326 -276	-17%	-$2.77K	﹤0.01%	668
2019 Q4	$16K	Sell	1,602 -185	-10%	-$1.86K	﹤0.01%	593
2019 Q3	$20K	Buy	1,787 +96	+6%	+$1.08K	0.01%	505
2019 Q2	$18K	Buy	1,691 +30	+2%	+$318	0.01%	541
2019 Q1	$18K	Buy	1,661 +803	+94%	+$8.5K	0.01%	481
2018 Q4	$8K	Buy	+858	New	+$8.19K	﹤0.01%	561

Other funds holding INFY

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Berman Capital Advisors increased its Infosys (INFY) stake by 8.2% in Q3 2021, buying an estimated $1.2K and bringing the position to 697 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Berman Capital Advisors first reported a position in INFY in Q4 2018 and has held it in 12 quarters since. The position peaked at $20K in Q3 2019. 456 funds tracked by Wall St. Rank hold INFY as of Q3 2021.

Berman Capital Advisors held 697 shares of Infosys worth $15K as of Q3 2021.
Berman Capital Advisors bought 53 Infosys shares in Q3 2021, an estimated $1.2K.
Infosys made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1068 holding.
Berman Capital Advisors first reported a position in Infosys in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Infosys position peaked at $20K in Q3 2019.
456 funds tracked by Wall St. Rank held Infosys as of Q3 2021.

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