Berman Capital Advisors’s Tootsie Roll Industries TR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$13K	Buy	533 +7	+1%	+$197	﹤0.01%	1108
2021 Q2	$15K	Buy	526 +74	+16%	+$2.09K	﹤0.01%	1010
2021 Q1	$12K	Sell	452 -1	-0.2%	-$27	﹤0.01%	976
2020 Q4	$11K	Hold	453	–	–	﹤0.01%	903
2020 Q3	$11K	Sell	453 -62	-12%	-$1.66K	﹤0.01%	770
2020 Q2	$14K	Buy	515 +62	+14%	+$1.84K	﹤0.01%	660
2020 Q1	$13K	Hold	453	–	–	﹤0.01%	610
2019 Q4	$12K	Hold	453	–	–	﹤0.01%	686
2019 Q3	$13K	Hold	453	–	–	﹤0.01%	645
2019 Q2	$13K	Hold	453	–	–	﹤0.01%	651
2019 Q1	$13K	Sell	453 -1	-0.2%	-$28	﹤0.01%	580
2018 Q4	$11K	Buy	+454	New	+$11.6K	﹤0.01%	495

Other funds holding TR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

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

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

Berman Capital Advisors increased its Tootsie Roll Industries (TR) stake by 1.3% in Q3 2021, buying an estimated $197 and bringing the position to 533 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Berman Capital Advisors first reported a position in TR in Q4 2018 and has held it in 12 quarters since. The position peaked at $15K in Q2 2021. 154 funds tracked by Wall St. Rank hold TR as of Q3 2021.

Berman Capital Advisors held 533 shares of Tootsie Roll Industries worth $13K as of Q3 2021.
Berman Capital Advisors bought 7 Tootsie Roll Industries shares in Q3 2021, an estimated $197.
Tootsie Roll Industries made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1108 holding.
Berman Capital Advisors first reported a position in Tootsie Roll Industries in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Tootsie Roll Industries position peaked at $15K in Q2 2021.
154 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2021.

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