BCA
SF

Berman Capital Advisors’s Stifel SF Stock Holding History

Berman Capital Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$97K Buy
2,146
+658
+44% +$29.3K 0.02% 449
2021
Q2 		$64K Buy
1,488
+381
+34% +$17.1K 0.01% 499
2021
Q1 		$47K Buy
1,107
+384
+53% +$15K 0.01% 502
2020
Q4 		$24K Sell
723
-1
-0.1% -$30 0.01% 620
2020
Q3 		$16K Sell
724
-25
-3% -$558 ﹤0.01% 657
2020
Q2 		$15K Buy
749
+448
+149% +$9K ﹤0.01% 632
2020
Q1 		$5K Buy
+301
New +$7.54K ﹤0.01% 900

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Berman Capital Advisors increased its Stifel (SF) stake by 44% in Q3 2021, buying an estimated $29.3K and bringing the position to 2,146 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #449.

Berman Capital Advisors first reported a position in SF in Q1 2020 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

  • Berman Capital Advisors held 2,146 shares of Stifel worth $97K as of Q3 2021.
  • Berman Capital Advisors bought 658 Stifel shares in Q3 2021, an estimated $29.3K.
  • Stifel made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #449 holding.
  • Berman Capital Advisors first reported a position in Stifel in Q1 2020 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

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