Berman Capital Advisors’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$222K	Buy	2,635 +408	+18%	+$35.5K	0.03%	246
2021 Q2	$183K	Buy	2,227 +257	+13%	+$21.7K	0.03%	252
2021 Q1	$165K	Buy	1,970 +190	+11%	+$14.7K	0.03%	218
2020 Q4	$129K	Buy	1,780 +204	+13%	+$13.8K	0.03%	217
2020 Q3	$92K	Buy	1,576 +19	+1%	+$1.23K	0.03%	242
2020 Q2	$98K	Sell	1,557 -161	-9%	-$9.72K	0.03%	227
2020 Q1	$90K	Buy	1,718 +362	+27%	+$25.1K	0.03%	213
2019 Q4	$107K	Buy	1,356 +6	+0.4%	+$422	0.03%	217
2019 Q3	$79K	Sell	1,350 -89	-6%	-$4.93K	0.02%	247
2019 Q2	$80K	Buy	1,439 +1	+0.1%	+$62	0.03%	237
2019 Q1	$94K	Buy	1,438 +90	+7%	+$6.24K	0.03%	203
2018 Q4	$84K	Buy	+1,348	New	+$96.6K	0.03%	194

Other funds holding STT

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Berman Capital Advisors increased its State Street (STT) stake by 18% in Q3 2021, buying an estimated $35.5K and bringing the position to 2,635 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #246.

Berman Capital Advisors first reported a position in STT in Q4 2018 and has held it in 12 quarters since. 839 funds tracked by Wall St. Rank hold STT as of Q3 2021.

Berman Capital Advisors held 2,635 shares of State Street worth $222K as of Q3 2021.
Berman Capital Advisors bought 408 State Street shares in Q3 2021, an estimated $35.5K.
State Street made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #246 holding.
Berman Capital Advisors first reported a position in State Street in Q4 2018 and has held it in 12 quarters since.
839 funds tracked by Wall St. Rank held State Street as of Q3 2021.

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