BCA
PPD

Berman Capital Advisors’s PPD, Inc. Common Stock PPD Stock Holding History

Berman Capital Advisors’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Buy
58
+28
+93% +$1.3K ﹤0.01% 1774
2021
Q2 		$1K Hold
30
– – ﹤0.01% 1859
2021
Q1 		$1K Hold
30
– – ﹤0.01% 1739
2020
Q4 		$1K Hold
30
– – ﹤0.01% 1637
2020
Q3 		$1K Sell
30
-10
-25% -$317 ﹤0.01% 1560
2020
Q2 		$1K Buy
+40
New +$999 ﹤0.01% 1564

Other funds holding PPD

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Berman Capital Advisors increased its PPD, Inc. Common Stock (PPD) stake by 93% in Q3 2021, buying an estimated $1.3K and bringing the position to 58 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Berman Capital Advisors first reported a position in PPD in Q2 2020 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold PPD as of Q3 2021.

  • Berman Capital Advisors held 58 shares of PPD, Inc. Common Stock worth $2K as of Q3 2021.
  • Berman Capital Advisors bought 28 PPD, Inc. Common Stock shares in Q3 2021, an estimated $1.3K.
  • PPD, Inc. Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1774 holding.
  • Berman Capital Advisors first reported a position in PPD, Inc. Common Stock in Q2 2020 and has held it in 6 quarters since.
  • 243 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q3 2021.

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