Berman Capital Advisors’s RBC Bearings RBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$36K	Buy	172 +8	+5%	+$1.74K	0.01%	803
2021 Q2	$32K	Sell	164 -6	-4%	-$1.19K	0.01%	751
2021 Q1	$33K	Hold	170	–	–	0.01%	622
2020 Q4	$30K	Hold	170	–	–	0.01%	558
2020 Q3	$20K	Hold	170	–	–	0.01%	586
2020 Q2	$22K	Hold	170	–	–	0.01%	520
2020 Q1	$19K	Sell	170 -89	-34%	-$13.8K	0.01%	508
2019 Q4	$41K	Hold	259	–	–	0.01%	360
2019 Q3	$42K	Hold	259	–	–	0.01%	340
2019 Q2	$43K	Hold	259	–	–	0.01%	331
2019 Q1	$32K	Hold	259	–	–	0.01%	353
2018 Q4	$33K	Buy	+259	New	+$37.7K	0.01%	300

Other funds holding RBC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Berman Capital Advisors increased its RBC Bearings (RBC) stake by 4.9% in Q3 2021, buying an estimated $1.74K and bringing the position to 172 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #803.

Berman Capital Advisors first reported a position in RBC in Q4 2018 and has held it in 12 quarters since. The position peaked at $43K in Q2 2019. 272 funds tracked by Wall St. Rank hold RBC as of Q3 2021.

Berman Capital Advisors held 172 shares of RBC Bearings worth $36K as of Q3 2021.
Berman Capital Advisors bought 8 RBC Bearings shares in Q3 2021, an estimated $1.74K.
RBC Bearings made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #803 holding.
Berman Capital Advisors first reported a position in RBC Bearings in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's RBC Bearings position peaked at $43K in Q2 2019.
272 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2021.

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