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Berman Capital Advisors’s MKS Inc MKSI Stock Holding History

Berman Capital Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Buy
49
+16
+48% +$2.46K ﹤0.01% 1325
2021
Q2 		$5K Buy
33
+10
+43% +$1.82K ﹤0.01% 1356
2021
Q1 		$4K Hold
23
– – ﹤0.01% 1346
2020
Q4 		$3K Hold
23
– – ﹤0.01% 1313
2020
Q3 		$2K Hold
23
– – ﹤0.01% 1313
2020
Q2 		$2K Sell
23
-11
-32% -$1.09K ﹤0.01% 1292
2020
Q1 		$2K Buy
34
+3
+10% +$307 ﹤0.01% 1154
2019
Q4 		$3K Hold
31
– – ﹤0.01% 1116
2019
Q3 		$2K Buy
31
+15
+94% +$1.24K ﹤0.01% 1200
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1352
2019
Q1 		$1K Sell
16
-16
-50% -$1.29K ﹤0.01% 1236
2018
Q4 		$2K Buy
+32
New +$2.31K ﹤0.01% 879

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

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

Berman Capital Advisors increased its MKS Inc (MKSI) stake by 48% in Q3 2021, buying an estimated $2.46K and bringing the position to 49 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Berman Capital Advisors first reported a position in MKSI in Q4 2018 and has held it in 12 quarters since. 375 funds tracked by Wall St. Rank hold MKSI as of Q3 2021.

  • Berman Capital Advisors held 49 shares of MKS Inc worth $7K as of Q3 2021.
  • Berman Capital Advisors bought 16 MKS Inc shares in Q3 2021, an estimated $2.46K.
  • MKS Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1325 holding.
  • Berman Capital Advisors first reported a position in MKS Inc in Q4 2018 and has held it in 12 quarters since.
  • 375 funds tracked by Wall St. Rank held MKS Inc as of Q3 2021.

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