Berman Capital Advisors’s Seritage Growth Properties SRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7K	Buy	480 +36	+8%	+$567	﹤0.01%	1336
2021 Q2	$8K	Hold	444	–	–	﹤0.01%	1214
2021 Q1	$8K	Hold	444	–	–	﹤0.01%	1123
2020 Q4	$6K	Hold	444	–	–	﹤0.01%	1102
2020 Q3	$5K	Hold	444	–	–	﹤0.01%	1061
2020 Q2	$5K	Buy	+444	New	+$4.47K	﹤0.01%	995
2020 Q1	–	Sell	-65	Closed	-$2K	–	1653
2019 Q4	$2K	Hold	65	–	–	﹤0.01%	1244
2019 Q3	$2K	Buy	+65	New	+$2.67K	﹤0.01%	1228

Other funds holding SRG

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return

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

Berman Capital Advisors increased its Seritage Growth Properties (SRG) stake by 8.1% in Q3 2021, buying an estimated $567 and bringing the position to 480 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Berman Capital Advisors first reported a position in SRG in Q3 2019 and has held it in 8 quarters since. The position peaked at $8K in Q2 2021. 101 funds tracked by Wall St. Rank hold SRG as of Q3 2021.

Berman Capital Advisors held 480 shares of Seritage Growth Properties worth $7K as of Q3 2021.
Berman Capital Advisors bought 36 Seritage Growth Properties shares in Q3 2021, an estimated $567.
Seritage Growth Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1336 holding.
Berman Capital Advisors first reported a position in Seritage Growth Properties in Q3 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Seritage Growth Properties position peaked at $8K in Q2 2021.
101 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q3 2021.

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