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Berman Capital Advisors’s UFP Technologies UFPT Stock Holding History

Berman Capital Advisors’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Hold
33
– – ﹤0.01% 1748
2021
Q2 		$1K Sell
33
-5
-13% -$272 ﹤0.01% 1815
2021
Q1 		$1K Buy
+38
New +$1.85K ﹤0.01% 1703

Other funds holding UFPT

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

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

Berman Capital Advisors held its UFP Technologies (UFPT) position steady in Q3 2021 at 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Berman Capital Advisors first reported a position in UFPT in Q1 2021 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold UFPT as of Q3 2021.

  • Berman Capital Advisors held 33 shares of UFP Technologies worth $2K as of Q3 2021.
  • Berman Capital Advisors left its UFP Technologies share count unchanged in Q3 2021.
  • UFP Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1748 holding.
  • Berman Capital Advisors first reported a position in UFP Technologies in Q1 2021 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2021.

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