Berman Capital Advisors’s Restaurant Brands International QSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Sell	45 -27	-38%	-$1.73K	﹤0.01%	1731
2021 Q2	$4K	Buy	72 +13	+22%	+$876	﹤0.01%	1419
2021 Q1	$3K	Buy	59 +14	+31%	+$868	﹤0.01%	1433
2020 Q4	$2K	Sell	45 -2	-4%	-$117	﹤0.01%	1428
2020 Q3	$2K	Sell	47 -14	-23%	-$781	﹤0.01%	1329
2020 Q2	$2K	Sell	61 -61	-50%	-$3.08K	﹤0.01%	1311
2020 Q1	$4K	Sell	122 -42	-26%	-$2.38K	﹤0.01%	960
2019 Q4	$9K	Buy	164 +22	+15%	+$1.47K	﹤0.01%	782
2019 Q3	$10K	Sell	142 -9	-6%	-$664	﹤0.01%	720
2019 Q2	$10K	Buy	151 +32	+27%	+$2.14K	﹤0.01%	733
2019 Q1	$7K	Hold	119	–	–	﹤0.01%	780
2018 Q4	$6K	Buy	+119	New	+$6.61K	﹤0.01%	642

Other funds holding QSR

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Berman Capital Advisors reduced its Restaurant Brands International (QSR) stake by 38% in Q3 2021, selling an estimated $1.73K and leaving 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Berman Capital Advisors first reported a position in QSR in Q4 2018 and has held it in 12 quarters since. The position peaked at $10K in Q3 2019. 374 funds tracked by Wall St. Rank hold QSR as of Q3 2021.

Berman Capital Advisors held 45 shares of Restaurant Brands International worth $2K as of Q3 2021.
Berman Capital Advisors sold 27 Restaurant Brands International shares in Q3 2021, an estimated $1.73K.
Restaurant Brands International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1731 holding.
Berman Capital Advisors first reported a position in Restaurant Brands International in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Restaurant Brands International position peaked at $10K in Q3 2019.
374 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2021.

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