Berman Capital Advisors’s Teradyne TER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$63K	Buy	579 +14	+2%	+$1.7K	0.01%	589
2021 Q2	$75K	Buy	565 +258	+84%	+$33K	0.01%	449
2021 Q1	$37K	Sell	307 -97	-24%	-$12.2K	0.01%	592
2020 Q4	$48K	Buy	404 +114	+39%	+$11.6K	0.01%	422
2020 Q3	$22K	Hold	290	–	–	0.01%	553
2020 Q2	$24K	Hold	290	–	–	0.01%	497
2020 Q1	$15K	Buy	290 +25	+9%	+$1.59K	﹤0.01%	569
2019 Q4	$18K	Buy	265 +1	+0.4%	+$63	0.01%	571
2019 Q3	$15K	Hold	264	–	–	﹤0.01%	600
2019 Q2	$12K	Hold	264	–	–	﹤0.01%	673
2019 Q1	$10K	Buy	264 +67	+34%	+$2.5K	﹤0.01%	667
2018 Q4	$5K	Buy	+197	New	+$6.68K	﹤0.01%	700

Other funds holding TER

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Berman Capital Advisors increased its Teradyne (TER) stake by 2.5% in Q3 2021, buying an estimated $1.7K and bringing the position to 579 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #589.

Berman Capital Advisors first reported a position in TER in Q4 2018 and has held it in 12 quarters since. The position peaked at $75K in Q2 2021. 678 funds tracked by Wall St. Rank hold TER as of Q3 2021.

Berman Capital Advisors held 579 shares of Teradyne worth $63K as of Q3 2021.
Berman Capital Advisors bought 14 Teradyne shares in Q3 2021, an estimated $1.7K.
Teradyne made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #589 holding.
Berman Capital Advisors first reported a position in Teradyne in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Teradyne position peaked at $75K in Q2 2021.
678 funds tracked by Wall St. Rank held Teradyne as of Q3 2021.

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