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Berman Capital Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Berman Capital Advisors’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$8K Buy
143
+48
+51% +$2.64K ﹤0.01% 1263
2021
Q2 		$4K Buy
95
+70
+280% +$3.36K ﹤0.01% 1415
2021
Q1 		$1K Buy
25
+17
+213% +$714 ﹤0.01% 1678
2020
Q4 		$0 Hold
8
– – ﹤0.01% 1784
2020
Q3 		$0 Sell
8
-55
-87% -$2.04K ﹤0.01% 1730
2020
Q2 		$2K Buy
63
+55
+688% +$2.2K ﹤0.01% 1305
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1617
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1523
2019
Q3 		$0 Hold
8
– – ﹤0.01% 1544
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1552
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1444
2018
Q4 		$0 Buy
+8
New +$292 ﹤0.01% 1226

Other funds holding PBH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 PBH Position: Q3 2021 in Review

Berman Capital Advisors increased its Prestige Consumer Healthcare (PBH) stake by 51% in Q3 2021, buying an estimated $2.64K and bringing the position to 143 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Berman Capital Advisors first reported a position in PBH in Q4 2018 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold PBH as of Q3 2021.

  • Berman Capital Advisors held 143 shares of Prestige Consumer Healthcare worth $8K as of Q3 2021.
  • Berman Capital Advisors bought 48 Prestige Consumer Healthcare shares in Q3 2021, an estimated $2.64K.
  • Prestige Consumer Healthcare made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1263 holding.
  • Berman Capital Advisors first reported a position in Prestige Consumer Healthcare in Q4 2018 and has held it in 12 quarters since.
  • 248 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2021.

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