Berman Capital Advisors’s Premier PINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	1609
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	1510
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	1431
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	1321
2020 Q3	$2K	Buy	90 +52	+137%	+$1.73K	﹤0.01%	1326
2020 Q2	$1K	Hold	38	–	–	﹤0.01%	1483
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	1346
2019 Q4	$1K	Hold	38	–	–	﹤0.01%	1371
2019 Q3	$1K	Sell	38 -21	-36%	-$782	﹤0.01%	1354
2019 Q2	$2K	Buy	59 +21	+55%	+$758	﹤0.01%	1217
2019 Q1	$1K	Hold	38	–	–	﹤0.01%	1250
2018 Q4	$1K	Buy	+38	New	+$1.57K	﹤0.01%	1047

Other funds holding PINC

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Berman Capital Advisors held its Premier (PINC) position steady in Q3 2021 at 90 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Berman Capital Advisors first reported a position in PINC in Q4 2018 and has held it in 12 quarters since. 213 funds tracked by Wall St. Rank hold PINC as of Q3 2021.

Berman Capital Advisors held 90 shares of Premier worth $3K as of Q3 2021.
Berman Capital Advisors left its Premier share count unchanged in Q3 2021.
Premier made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1609 holding.
Berman Capital Advisors first reported a position in Premier in Q4 2018 and has held it in 12 quarters since.
213 funds tracked by Wall St. Rank held Premier as of Q3 2021.

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