Berman Capital Advisors’s Mizuho Financial MFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$21K	Buy	7,549 +325	+4%	+$936	﹤0.01%	967
2021 Q2	$20K	Buy	7,224 +38	+0.5%	+$113	﹤0.01%	910
2021 Q1	$20K	Sell	7,186 -1	-0%	-$3	﹤0.01%	794
2020 Q4	$18K	Buy	7,187 +439	+7%	+$1.13K	﹤0.01%	705
2020 Q3	$17K	Hold	6,748	–	–	﹤0.01%	641
2020 Q2	$15K	Sell	6,748 -3,182	-32%	-$7.55K	﹤0.01%	627
2020 Q1	$22K	Buy	9,930 +7,324	+281%	+$20K	0.01%	470
2019 Q4	$8K	Buy	2,606 +6	+0.2%	+$19	﹤0.01%	832
2019 Q3	$7K	Buy	2,600 +585	+29%	+$1.74K	﹤0.01%	840
2019 Q2	$5K	Buy	2,015 +1,594	+379%	+$4.73K	﹤0.01%	958
2019 Q1	$1K	Sell	421 -1,318	-76%	-$4.13K	﹤0.01%	1234
2018 Q4	$5K	Buy	+1,739	New	+$5.76K	﹤0.01%	691

Other funds holding MFG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAIM

Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Berman Capital Advisors increased its Mizuho Financial (MFG) stake by 4.5% in Q3 2021, buying an estimated $936 and bringing the position to 7,549 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Berman Capital Advisors first reported a position in MFG in Q4 2018 and has held it in 12 quarters since. The position peaked at $22K in Q1 2020. 118 funds tracked by Wall St. Rank hold MFG as of Q3 2021.

Berman Capital Advisors held 7,549 shares of Mizuho Financial worth $21K as of Q3 2021.
Berman Capital Advisors bought 325 Mizuho Financial shares in Q3 2021, an estimated $936.
Mizuho Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #967 holding.
Berman Capital Advisors first reported a position in Mizuho Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Mizuho Financial position peaked at $22K in Q1 2020.
118 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2021.

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