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Berman Capital Advisors’s Trupanion TRUP Stock Holding History

Berman Capital Advisors’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Buy
+3
New +$296 ﹤0.01% 2226
2021
Q2 		– Sell
-10
Closed – – 2049
2021
Q1 		$0 Sell
10
-352
-97% -$36.1K ﹤0.01% 1912
2020
Q4 		$43K Buy
+362
New +$34.2K 0.01% 448

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Berman Capital Advisors opened a new position in Trupanion (TRUP) in Q3 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2226 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in TRUP as recently as Q1 2021.

Berman Capital Advisors first reported a position in TRUP in Q4 2020 and has held it in 3 quarters since. The position peaked at $43K in Q4 2020. 241 funds tracked by Wall St. Rank hold TRUP as of Q3 2021.

  • Berman Capital Advisors held 3 shares of Trupanion worth $0 as of Q3 2021.
  • Trupanion was a new Berman Capital Advisors position in Q3 2021.
  • Trupanion made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2226 holding.
  • Berman Capital Advisors first reported a position in Trupanion in Q4 2020 and has held it in 3 quarters since.
  • Berman Capital Advisors's Trupanion position peaked at $43K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Trupanion as of Q3 2021.

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