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Berman Capital Advisors’s TriMas Corp TRS Stock Holding History

Berman Capital Advisors’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$33K Buy
1,024
+347
+51% +$10.7K 0.01% 835
2021
Q2 		$20K Buy
677
+671
+11,183% +$21.3K ﹤0.01% 918
2021
Q1 		$0 Buy
+6
New +$198 ﹤0.01% 1911

Other funds holding TRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Berman Capital Advisors increased its TriMas Corp (TRS) stake by 51% in Q3 2021, buying an estimated $10.7K and bringing the position to 1,024 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #835.

Berman Capital Advisors first reported a position in TRS in Q1 2021 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold TRS as of Q3 2021.

  • Berman Capital Advisors held 1,024 shares of TriMas Corp worth $33K as of Q3 2021.
  • Berman Capital Advisors bought 347 TriMas Corp shares in Q3 2021, an estimated $10.7K.
  • TriMas Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #835 holding.
  • Berman Capital Advisors first reported a position in TriMas Corp in Q1 2021 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held TriMas Corp as of Q3 2021.

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