Berman Capital Advisors’s Old Second Bancorp OSBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$39K	Buy	3,022 +924	+44%	+$11.1K	0.01%	773
2021 Q2	$26K	Buy	+2,098	New	+$28.1K	﹤0.01%	814
2021 Q1	–	Sell	-41	Closed	–	–	1860
2020 Q4	$0	Hold	41	–	–	﹤0.01%	1780
2020 Q3	$0	Buy	+41	New	+$328	﹤0.01%	1726
2020 Q1	–	Sell	-102	Closed	-$1.12K	–	1613
2019 Q4	$1K	Hold	102	–	–	﹤0.01%	1364
2019 Q3	$1K	Hold	102	–	–	﹤0.01%	1348
2019 Q2	$1K	Hold	102	–	–	﹤0.01%	1361
2019 Q1	$1K	Hold	102	–	–	﹤0.01%	1247
2018 Q4	$1K	Buy	+102	New	+$1.44K	﹤0.01%	1043

Other funds holding OSBC

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

Berman Capital Advisors increased its Old Second Bancorp (OSBC) stake by 44% in Q3 2021, buying an estimated $11.1K and bringing the position to 3,022 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #773.

Berman Capital Advisors first reported a position in OSBC in Q4 2018 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold OSBC as of Q3 2021.

Berman Capital Advisors held 3,022 shares of Old Second Bancorp worth $39K as of Q3 2021.
Berman Capital Advisors bought 924 Old Second Bancorp shares in Q3 2021, an estimated $11.1K.
Old Second Bancorp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #773 holding.
Berman Capital Advisors first reported a position in Old Second Bancorp in Q4 2018 and has held it in 9 quarters since.
113 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2021.

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