Berman Capital Advisors’s Regal Rexnord RRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$9K	Sell	64 -11	-15%	-$1.58K	﹤0.01%	1233
2021 Q2	$9K	Hold	75	–	–	﹤0.01%	1173
2021 Q1	$10K	Buy	75 +18	+32%	+$2.47K	﹤0.01%	1038
2020 Q4	$7K	Hold	57	–	–	﹤0.01%	1056
2020 Q3	$5K	Hold	57	–	–	﹤0.01%	1058
2020 Q2	$5K	Sell	57 -7	-11%	-$525	﹤0.01%	992
2020 Q1	$4K	Hold	64	–	–	﹤0.01%	964
2019 Q4	$5K	Hold	64	–	–	﹤0.01%	989
2019 Q3	$4K	Hold	64	–	–	﹤0.01%	1020
2019 Q2	$5K	Hold	64	–	–	﹤0.01%	969
2019 Q1	$5K	Buy	64 +28	+78%	+$2.21K	﹤0.01%	874
2018 Q4	$2K	Buy	+36	New	+$2.72K	﹤0.01%	894

Other funds holding RRX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

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

Berman Capital Advisors reduced its Regal Rexnord (RRX) stake by 15% in Q3 2021, selling an estimated $1.58K and leaving 64 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Berman Capital Advisors first reported a position in RRX in Q4 2018 and has held it in 12 quarters since. The position peaked at $10K in Q1 2021. 341 funds tracked by Wall St. Rank hold RRX as of Q3 2021.

Berman Capital Advisors held 64 shares of Regal Rexnord worth $9K as of Q3 2021.
Berman Capital Advisors sold 11 Regal Rexnord shares in Q3 2021, an estimated $1.58K.
Regal Rexnord made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1233 holding.
Berman Capital Advisors first reported a position in Regal Rexnord in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Regal Rexnord position peaked at $10K in Q1 2021.
341 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2021.

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