BCA
UBA

Berman Capital Advisors’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Berman Capital Advisors’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$12K Hold
677
– – ﹤0.01% 1138
2021
Q2 		$13K Hold
677
– – ﹤0.01% 1072
2021
Q1 		$11K Hold
677
– – ﹤0.01% 1017
2020
Q4 		$9K Hold
677
– – ﹤0.01% 981
2020
Q3 		$6K Buy
+677
New +$6.7K ﹤0.01% 1010

Other funds holding UBA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Berman Capital Advisors held its Urstadt Biddle Properties Inc. Class A (UBA) position steady in Q3 2021 at 677 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Berman Capital Advisors first reported a position in UBA in Q3 2020 and has held it in 5 quarters since. The position peaked at $13K in Q2 2021. 164 funds tracked by Wall St. Rank hold UBA as of Q3 2021.

  • Berman Capital Advisors held 677 shares of Urstadt Biddle Properties Inc. Class A worth $12K as of Q3 2021.
  • Berman Capital Advisors left its Urstadt Biddle Properties Inc. Class A share count unchanged in Q3 2021.
  • Urstadt Biddle Properties Inc. Class A made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1138 holding.
  • Berman Capital Advisors first reported a position in Urstadt Biddle Properties Inc. Class A in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Urstadt Biddle Properties Inc. Class A position peaked at $13K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2021.

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