Berman Capital Advisors’s Kaman Corp KAMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$8K	Sell	247 -442	-64%	-$18.3K	﹤0.01%	1289
2021 Q2	$34K	Buy	689 +343	+99%	+$18.2K	0.01%	729
2021 Q1	$17K	Buy	346 +268	+344%	+$14.6K	﹤0.01%	853
2020 Q4	$4K	Hold	78	–	–	﹤0.01%	1254
2020 Q3	$3K	Sell	78 -54	-41%	-$2.32K	﹤0.01%	1233
2020 Q2	$5K	Buy	132 +93	+238%	+$3.6K	﹤0.01%	1010
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	1409
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	1271
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	1255
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	1259
2019 Q1	$2K	Hold	39	–	–	﹤0.01%	1149
2018 Q4	$2K	Buy	+39	New	+$2.31K	﹤0.01%	920

Other funds holding KAMN

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Berman Capital Advisors reduced its Kaman Corp (KAMN) stake by 64% in Q3 2021, selling an estimated $18.3K and leaving 247 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Berman Capital Advisors first reported a position in KAMN in Q4 2018 and has held it in 12 quarters since. The position peaked at $34K in Q2 2021. 164 funds tracked by Wall St. Rank hold KAMN as of Q3 2021.

Berman Capital Advisors held 247 shares of Kaman Corp worth $8K as of Q3 2021.
Berman Capital Advisors sold 442 Kaman Corp shares in Q3 2021, an estimated $18.3K.
Kaman Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1289 holding.
Berman Capital Advisors first reported a position in Kaman Corp in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Kaman Corp position peaked at $34K in Q2 2021.
164 funds tracked by Wall St. Rank held Kaman Corp as of Q3 2021.

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