Berman Capital Advisors’s Pennant Group PNTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5	Closed	–	–	2177
2021 Q2	$0	Hold	5	–	–	﹤0.01%	2003
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1867
2020 Q4	$0	Buy	+5	New	+$240	﹤0.01%	1794

Other funds holding PNTG

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Berman Capital Advisors sold out of Pennant Group (PNTG) in Q3 2021, closing a stake of 5 shares.

Berman Capital Advisors first reported a position in PNTG in Q4 2020 and held it in 3 quarters. The position peaked at $0 in Q2 2021. 137 funds tracked by Wall St. Rank hold PNTG as of Q3 2021.

Berman Capital Advisors reported no remaining Pennant Group position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 5 Pennant Group shares in Q3 2021.
Berman Capital Advisors first reported a position in Pennant Group in Q4 2020 and held it in 3 quarters.
Berman Capital Advisors's Pennant Group position peaked at $0 in Q2 2021.
137 funds tracked by Wall St. Rank held Pennant Group as of Q3 2021.

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