Berman Capital Advisors’s POSCO PKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7K	Buy	111 +7	+7%	+$516	﹤0.01%	1332
2021 Q2	$8K	Hold	104	–	–	﹤0.01%	1204
2021 Q1	$7K	Buy	104 +90	+643%	+$5.74K	﹤0.01%	1166
2020 Q4	$0	Hold	14	–	–	﹤0.01%	1791
2020 Q3	$0	Sell	14 -57	-80%	-$2.31K	﹤0.01%	1737
2020 Q2	$2K	Sell	71 -386	-84%	-$14.1K	﹤0.01%	1309
2020 Q1	$14K	Sell	457 -42	-8%	-$1.79K	﹤0.01%	587
2019 Q4	$25K	Sell	499 -39	-7%	-$1.88K	0.01%	472
2019 Q3	$25K	Buy	538 +485	+915%	+$22.8K	0.01%	456
2019 Q2	$2K	Sell	53 -263	-83%	-$14.1K	﹤0.01%	1218
2019 Q1	$17K	Buy	316 +222	+236%	+$12.9K	0.01%	498
2018 Q4	$5K	Buy	+94	New	+$5.39K	﹤0.01%	697

Other funds holding PKX

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors increased its POSCO (PKX) stake by 6.7% in Q3 2021, buying an estimated $516 and bringing the position to 111 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Berman Capital Advisors first reported a position in PKX in Q4 2018 and has held it in 12 quarters since. The position peaked at $25K in Q4 2019. 175 funds tracked by Wall St. Rank hold PKX as of Q3 2021.

Berman Capital Advisors held 111 shares of POSCO worth $7K as of Q3 2021.
Berman Capital Advisors bought 7 POSCO shares in Q3 2021, an estimated $516.
POSCO made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1332 holding.
Berman Capital Advisors first reported a position in POSCO in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's POSCO position peaked at $25K in Q4 2019.
175 funds tracked by Wall St. Rank held POSCO as of Q3 2021.

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