Berman Capital Advisors’s Janus Henderson JHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$27K	Buy	660 +42	+7%	+$1.75K	﹤0.01%	889
2021 Q2	$24K	Sell	618 -76	-11%	-$2.76K	﹤0.01%	839
2021 Q1	$21K	Sell	694 -2	-0.3%	-$63	﹤0.01%	773
2020 Q4	$22K	Hold	696	–	–	0.01%	642
2020 Q3	$15K	Buy	696 +1	+0.1%	+$21	﹤0.01%	668
2020 Q2	$14K	Buy	695 +388	+126%	+$7.48K	﹤0.01%	654
2020 Q1	$4K	Buy	+307	New	+$6.75K	﹤0.01%	947

Other funds holding JHG

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

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

Berman Capital Advisors increased its Janus Henderson (JHG) stake by 6.8% in Q3 2021, buying an estimated $1.75K and bringing the position to 660 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Berman Capital Advisors first reported a position in JHG in Q1 2020 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold JHG as of Q3 2021.

Berman Capital Advisors held 660 shares of Janus Henderson worth $27K as of Q3 2021.
Berman Capital Advisors bought 42 Janus Henderson shares in Q3 2021, an estimated $1.75K.
Janus Henderson made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #889 holding.
Berman Capital Advisors first reported a position in Janus Henderson in Q1 2020 and has held it in 7 quarters since.
272 funds tracked by Wall St. Rank held Janus Henderson as of Q3 2021.

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