BCA
TACO

Berman Capital Advisors’s Del Taco Restaurants, Inc. Common Stock TACO Stock Holding History

Berman Capital Advisors’s Portfolio TACO Stock Details TACO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Hold
165
– – ﹤0.01% 2041
2021
Q2 		$1K Hold
165
– – ﹤0.01% 1864
2021
Q1 		$1K Hold
165
– – ﹤0.01% 1744
2020
Q4 		$1K Hold
165
– – ﹤0.01% 1644
2020
Q3 		$1K Hold
165
– – ﹤0.01% 1571
2020
Q2 		$0 Buy
+165
New +$915 ﹤0.01% 1943

Other funds holding TACO

BM
Belfer Management New York $5.98M AUM 20.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors held its Del Taco Restaurants, Inc. Common Stock (TACO) position steady in Q3 2021 at 165 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Berman Capital Advisors first reported a position in TACO in Q2 2020 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold TACO as of Q3 2021.

  • Berman Capital Advisors held 165 shares of Del Taco Restaurants, Inc. Common Stock worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Del Taco Restaurants, Inc. Common Stock share count unchanged in Q3 2021.
  • Del Taco Restaurants, Inc. Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2041 holding.
  • Berman Capital Advisors first reported a position in Del Taco Restaurants, Inc. Common Stock in Q2 2020 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Del Taco Restaurants, Inc. Common Stock as of Q3 2021.

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