Berman Capital Advisors’s PotlatchDeltic PCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	1930
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	1785
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	1679
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	1569
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	1492
2020 Q2	$1K	Buy	+33	New	+$1.12K	﹤0.01%	1479

Other funds holding PCH

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Berman Capital Advisors held its PotlatchDeltic (PCH) position steady in Q3 2021 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Berman Capital Advisors first reported a position in PCH in Q2 2020 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold PCH as of Q3 2021.

Berman Capital Advisors held 33 shares of PotlatchDeltic worth $1K as of Q3 2021.
Berman Capital Advisors left its PotlatchDeltic share count unchanged in Q3 2021.
PotlatchDeltic made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1930 holding.
Berman Capital Advisors first reported a position in PotlatchDeltic in Q2 2020 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2021.

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