Berman Capital Advisors’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Buy	179 +153	+588%	+$2.99K	﹤0.01%	1591
2021 Q2	$0	Hold	26	–	–	﹤0.01%	1972
2021 Q1	$0	Hold	26	–	–	﹤0.01%	1835
2020 Q4	$0	Buy	+26	New	+$435	﹤0.01%	1755
2019 Q1	–	Sell	-500	Closed	-$6K	–	1407
2018 Q4	$6K	Buy	+500	New	+$7.33K	﹤0.01%	630

Other funds holding KN

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Berman Capital Advisors increased its Knowles (KN) stake by 588% in Q3 2021, buying an estimated $2.99K and bringing the position to 179 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Berman Capital Advisors first reported a position in KN in Q4 2018 and has held it in 5 quarters since. The position peaked at $6K in Q4 2018. 220 funds tracked by Wall St. Rank hold KN as of Q3 2021.

Berman Capital Advisors held 179 shares of Knowles worth $3K as of Q3 2021.
Berman Capital Advisors bought 153 Knowles shares in Q3 2021, an estimated $2.99K.
Knowles made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1591 holding.
Berman Capital Advisors first reported a position in Knowles in Q4 2018 and has held it in 5 quarters since.
Berman Capital Advisors's Knowles position peaked at $6K in Q4 2018.
220 funds tracked by Wall St. Rank held Knowles as of Q3 2021.

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