Berman Capital Advisors’s Sterling Infrastructure STRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$68K	Hold	3,000	–	–	0.01%	566
2021 Q2	$72K	Hold	3,000	–	–	0.01%	459
2021 Q1	$69K	Hold	3,000	–	–	0.01%	380
2020 Q4	$55K	Hold	3,000	–	–	0.01%	387
2020 Q3	$42K	Hold	3,000	–	–	0.01%	392
2020 Q2	$31K	Buy	+3,000	New	+$27.7K	0.01%	433

Other funds holding STRL

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

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

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

SBH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

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

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

Berman Capital Advisors held its Sterling Infrastructure (STRL) position steady in Q3 2021 at 3,000 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #566.

Berman Capital Advisors first reported a position in STRL in Q2 2020 and has held it in 6 quarters since. The position peaked at $72K in Q2 2021. 161 funds tracked by Wall St. Rank hold STRL as of Q3 2021.

Berman Capital Advisors held 3,000 shares of Sterling Infrastructure worth $68K as of Q3 2021.
Berman Capital Advisors left its Sterling Infrastructure share count unchanged in Q3 2021.
Sterling Infrastructure made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #566 holding.
Berman Capital Advisors first reported a position in Sterling Infrastructure in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's Sterling Infrastructure position peaked at $72K in Q2 2021.
161 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2021.

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