Berman Capital Advisors’s Treehouse Foods THS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4K	Buy	103 +17	+20%	+$695	﹤0.01%	1514
2021 Q2	$3K	Hold	86	–	–	﹤0.01%	1522
2021 Q1	$4K	Hold	86	–	–	﹤0.01%	1364
2020 Q4	$3K	Hold	86	–	–	﹤0.01%	1333
2020 Q3	$3K	Sell	86 -82	-49%	-$3.49K	﹤0.01%	1220
2020 Q2	$7K	Sell	168 -19	-10%	-$927	﹤0.01%	904
2020 Q1	$8K	Hold	187	–	–	﹤0.01%	742
2019 Q4	$9K	Hold	187	–	–	﹤0.01%	795
2019 Q3	$10K	Hold	187	–	–	﹤0.01%	724
2019 Q2	$10K	Hold	187	–	–	﹤0.01%	741
2019 Q1	$12K	Hold	187	–	–	﹤0.01%	606
2018 Q4	$9K	Buy	+187	New	+$9.22K	﹤0.01%	535

Other funds holding THS

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

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

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

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Berman Capital Advisors increased its Treehouse Foods (THS) stake by 20% in Q3 2021, buying an estimated $695 and bringing the position to 103 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Berman Capital Advisors first reported a position in THS in Q4 2018 and has held it in 12 quarters since. The position peaked at $12K in Q1 2019. 223 funds tracked by Wall St. Rank hold THS as of Q3 2021.

Berman Capital Advisors held 103 shares of Treehouse Foods worth $4K as of Q3 2021.
Berman Capital Advisors bought 17 Treehouse Foods shares in Q3 2021, an estimated $695.
Treehouse Foods made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1514 holding.
Berman Capital Advisors first reported a position in Treehouse Foods in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Treehouse Foods position peaked at $12K in Q1 2019.
223 funds tracked by Wall St. Rank held Treehouse Foods as of Q3 2021.

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