Berman Capital Advisors’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1935
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1790
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1683
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	1573
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	1496
2020 Q2	$1K	Buy	+13	New	+$991	﹤0.01%	1482
2020 Q1	–	Sell	-12	Closed	-$1K	–	1622
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1370
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	1353
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	1367
2019 Q1	$1K	Buy	+12	New	+$1.02K	﹤0.01%	1249

Other funds holding PII

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Berman Capital Advisors held its Polaris (PII) position steady in Q3 2021 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Berman Capital Advisors first reported a position in PII in Q1 2019 and has held it in 10 quarters since. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

Berman Capital Advisors held 13 shares of Polaris worth $1K as of Q3 2021.
Berman Capital Advisors left its Polaris share count unchanged in Q3 2021.
Polaris made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1935 holding.
Berman Capital Advisors first reported a position in Polaris in Q1 2019 and has held it in 10 quarters since.
477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

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