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Berman Capital Advisors’s Seagate STX Stock Holding History

Berman Capital Advisors’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$17K Hold
208
– – ﹤0.01% 1039
2021
Q2 		$17K Buy
208
+22
+12% +$1.98K ﹤0.01% 972
2021
Q1 		$14K Buy
186
+70
+60% +$4.87K ﹤0.01% 929
2020
Q4 		$7K Buy
116
+42
+57% +$2.36K ﹤0.01% 1059
2020
Q3 		$2K Sell
74
-17
-19% -$799 ﹤0.01% 1340
2020
Q2 		$3K Sell
91
-135
-60% -$6.77K ﹤0.01% 1179
2020
Q1 		$9K Buy
226
+188
+495% +$10K ﹤0.01% 705
2019
Q4 		$2K Hold
38
– – ﹤0.01% 1245
2019
Q3 		$2K Sell
38
-86
-69% -$4.22K ﹤0.01% 1229
2019
Q2 		$5K Buy
124
+109
+727% +$5.07K ﹤0.01% 975
2019
Q1 		$0 Sell
15
-92
-86% -$4.08K ﹤0.01% 1471
2018
Q4 		$3K Buy
+107
New +$4.5K ﹤0.01% 819

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Berman Capital Advisors held its Seagate (STX) position steady in Q3 2021 at 208 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Berman Capital Advisors first reported a position in STX in Q4 2018 and has held it in 12 quarters since. 690 funds tracked by Wall St. Rank hold STX as of Q3 2021.

  • Berman Capital Advisors held 208 shares of Seagate worth $17K as of Q3 2021.
  • Berman Capital Advisors left its Seagate share count unchanged in Q3 2021.
  • Seagate made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1039 holding.
  • Berman Capital Advisors first reported a position in Seagate in Q4 2018 and has held it in 12 quarters since.
  • 690 funds tracked by Wall St. Rank held Seagate as of Q3 2021.

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