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Berman Capital Advisors’s OneWater Marine ONEW Stock Holding History

Berman Capital Advisors’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
11
– – ﹤0.01% 2167
2021
Q2 		$0 Hold
11
– – ﹤0.01% 1996
2021
Q1 		$0 Hold
11
– – ﹤0.01% 1858
2020
Q4 		$0 Buy
+11
New +$264 ﹤0.01% 1777

Other funds holding ONEW

American Century Companies
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GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Berman Capital Advisors held its OneWater Marine (ONEW) position steady in Q3 2021 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Berman Capital Advisors first reported a position in ONEW in Q4 2020 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold ONEW as of Q3 2021.

  • Berman Capital Advisors held 11 shares of OneWater Marine worth $0 as of Q3 2021.
  • Berman Capital Advisors left its OneWater Marine share count unchanged in Q3 2021.
  • OneWater Marine made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2167 holding.
  • Berman Capital Advisors first reported a position in OneWater Marine in Q4 2020 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held OneWater Marine as of Q3 2021.

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