Berman Capital Advisors’s Shaw Communications Inc. SJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7K	Hold	243	–	–	﹤0.01%	1350
2021 Q2	$7K	Buy	243 +1	+0.4%	+$29	﹤0.01%	1266
2021 Q1	$6K	Buy	242 +59	+32%	+$1.17K	﹤0.01%	1241
2020 Q4	$3K	Buy	183 +116	+173%	+$2.04K	﹤0.01%	1351
2020 Q3	$1K	Sell	67 -51	-43%	-$930	﹤0.01%	1549
2020 Q2	$1K	Buy	118 +39	+49%	+$644	﹤0.01%	1551
2020 Q1	$1K	Sell	79 -280	-78%	-$5.08K	﹤0.01%	1413
2019 Q4	$7K	Hold	359	–	–	﹤0.01%	895
2019 Q3	$7K	Buy	359 +35	+11%	+$690	﹤0.01%	863
2019 Q2	$6K	Hold	324	–	–	﹤0.01%	925
2019 Q1	$6K	Buy	324 +199	+159%	+$4.03K	﹤0.01%	835
2018 Q4	$2K	Buy	+125	New	+$2.35K	﹤0.01%	921

Other funds holding SJR

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Berman Capital Advisors held its Shaw Communications Inc. (SJR) position steady in Q3 2021 at 243 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Berman Capital Advisors first reported a position in SJR in Q4 2018 and has held it in 12 quarters since. 218 funds tracked by Wall St. Rank hold SJR as of Q3 2021.

Berman Capital Advisors held 243 shares of Shaw Communications Inc. worth $7K as of Q3 2021.
Berman Capital Advisors left its Shaw Communications Inc. share count unchanged in Q3 2021.
Shaw Communications Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1350 holding.
Berman Capital Advisors first reported a position in Shaw Communications Inc. in Q4 2018 and has held it in 12 quarters since.
218 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q3 2021.

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