Berman Capital Advisors’s OneMain Financial OMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7K	Buy	133 +24	+22%	+$1.4K	﹤0.01%	1329
2021 Q2	$6K	Buy	109 +22	+25%	+$1.25K	﹤0.01%	1304
2021 Q1	$4K	Buy	87 +6	+7%	+$310	﹤0.01%	1350
2020 Q4	$3K	Buy	81 +1	+1%	+$39	﹤0.01%	1319
2020 Q3	$2K	Buy	80 +6	+8%	+$171	﹤0.01%	1320
2020 Q2	$1K	Buy	74 +68	+1,133%	+$1.55K	﹤0.01%	1475
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1610
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1517
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1539
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1550
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1439
2018 Q4	$0	Buy	+6	New	+$171	﹤0.01%	1220

Other funds holding OMF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Berman Capital Advisors increased its OneMain Financial (OMF) stake by 22% in Q3 2021, buying an estimated $1.4K and bringing the position to 133 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Berman Capital Advisors first reported a position in OMF in Q4 2018 and has held it in 12 quarters since. 347 funds tracked by Wall St. Rank hold OMF as of Q3 2021.

Berman Capital Advisors held 133 shares of OneMain Financial worth $7K as of Q3 2021.
Berman Capital Advisors bought 24 OneMain Financial shares in Q3 2021, an estimated $1.4K.
OneMain Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1329 holding.
Berman Capital Advisors first reported a position in OneMain Financial in Q4 2018 and has held it in 12 quarters since.
347 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2021.

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