BCA
MRLN

Berman Capital Advisors’s Marlin Business Services Corp MRLN Stock Holding History

Berman Capital Advisors’s Portfolio MRLN Stock Details MRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$11K Hold
509
– – ﹤0.01% 1174
2021
Q2 		$11K Hold
509
– – ﹤0.01% 1126
2021
Q1 		$6K Hold
509
– – ﹤0.01% 1243
2020
Q4 		$6K Sell
509
-105
-17% -$1.02K ﹤0.01% 1113
2020
Q3 		$4K Buy
+614
New +$4.47K ﹤0.01% 1157

Other funds holding MRLN

WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
EGP
Entrust Global Partners New York $456M AUM 26.51% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Berman Capital Advisors held its Marlin Business Services Corp (MRLN) position steady in Q3 2021 at 509 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Berman Capital Advisors first reported a position in MRLN in Q3 2020 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold MRLN as of Q3 2021.

  • Berman Capital Advisors held 509 shares of Marlin Business Services Corp worth $11K as of Q3 2021.
  • Berman Capital Advisors left its Marlin Business Services Corp share count unchanged in Q3 2021.
  • Marlin Business Services Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1174 holding.
  • Berman Capital Advisors first reported a position in Marlin Business Services Corp in Q3 2020 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q3 2021.

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