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Berman Capital Advisors’s Owens Corning OC Stock Holding History

Berman Capital Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$20K Buy
243
+149
+159% +$14K ﹤0.01% 987
2021
Q2 		$9K Hold
94
– – ﹤0.01% 1168
2021
Q1 		$8K Sell
94
-78
-45% -$6.54K ﹤0.01% 1112
2020
Q4 		$12K Buy
172
+79
+85% +$5.76K ﹤0.01% 850
2020
Q3 		$6K Buy
93
+9
+11% +$577 ﹤0.01% 975
2020
Q2 		$4K Sell
84
-11
-12% -$513 ﹤0.01% 1071
2020
Q1 		$3K Buy
95
+37
+64% +$2.07K ﹤0.01% 1051
2019
Q4 		$3K Hold
58
– – ﹤0.01% 1123
2019
Q3 		$3K Hold
58
– – ﹤0.01% 1096
2019
Q2 		$3K Buy
58
+21
+57% +$1.07K ﹤0.01% 1113
2019
Q1 		$1K Buy
37
+6
+19% +$293 ﹤0.01% 1244
2018
Q4 		$0 Buy
+31
New +$1.5K ﹤0.01% 1215

Other funds holding OC

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Berman Capital Advisors increased its Owens Corning (OC) stake by 159% in Q3 2021, buying an estimated $14K and bringing the position to 243 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Berman Capital Advisors first reported a position in OC in Q4 2018 and has held it in 12 quarters since. 459 funds tracked by Wall St. Rank hold OC as of Q3 2021.

  • Berman Capital Advisors held 243 shares of Owens Corning worth $20K as of Q3 2021.
  • Berman Capital Advisors bought 149 Owens Corning shares in Q3 2021, an estimated $14K.
  • Owens Corning made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #987 holding.
  • Berman Capital Advisors first reported a position in Owens Corning in Q4 2018 and has held it in 12 quarters since.
  • 459 funds tracked by Wall St. Rank held Owens Corning as of Q3 2021.

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