Berman Capital Advisors’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$16K	Buy	122 +16	+15%	+$2.28K	﹤0.01%	1054
2021 Q2	$14K	Hold	106	–	–	﹤0.01%	1032
2021 Q1	$14K	Hold	106	–	–	﹤0.01%	923
2020 Q4	$14K	Buy	106 +1	+1%	+$126	﹤0.01%	794
2020 Q3	$11K	Sell	105 -34	-24%	-$3.48K	﹤0.01%	763
2020 Q2	$12K	Sell	139 -6	-4%	-$571	﹤0.01%	695
2020 Q1	$10K	Buy	145 +39	+37%	+$3.78K	﹤0.01%	672
2019 Q4	$11K	Hold	106	–	–	﹤0.01%	714
2019 Q3	$11K	Hold	106	–	–	﹤0.01%	689
2019 Q2	$10K	Hold	106	–	–	﹤0.01%	732
2019 Q1	$10K	Buy	106 +61	+136%	+$5.8K	﹤0.01%	665
2018 Q4	$3K	Buy	+45	New	+$4.19K	﹤0.01%	810

Other funds holding PKG

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

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

Berman Capital Advisors increased its Packaging Corp of America (PKG) stake by 15% in Q3 2021, buying an estimated $2.28K and bringing the position to 122 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Berman Capital Advisors first reported a position in PKG in Q4 2018 and has held it in 12 quarters since. 595 funds tracked by Wall St. Rank hold PKG as of Q3 2021.

Berman Capital Advisors held 122 shares of Packaging Corp of America worth $16K as of Q3 2021.
Berman Capital Advisors bought 16 Packaging Corp of America shares in Q3 2021, an estimated $2.28K.
Packaging Corp of America made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1054 holding.
Berman Capital Advisors first reported a position in Packaging Corp of America in Q4 2018 and has held it in 12 quarters since.
595 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2021.

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