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Berman Capital Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Berman Capital Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$38K Buy
242
+239
+7,967% +$36.2K 0.01% 785
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2054
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1922
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1836
2020
Q3 		$0 Buy
+3
New +$272 ﹤0.01% 1780

Other funds holding VAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Berman Capital Advisors increased its Marriott Vacations Worldwide (VAC) stake by 7,967% in Q3 2021, buying an estimated $36.2K and bringing the position to 242 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #785.

Berman Capital Advisors first reported a position in VAC in Q3 2020 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold VAC as of Q3 2021.

  • Berman Capital Advisors held 242 shares of Marriott Vacations Worldwide worth $38K as of Q3 2021.
  • Berman Capital Advisors bought 239 Marriott Vacations Worldwide shares in Q3 2021, an estimated $36.2K.
  • Marriott Vacations Worldwide made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #785 holding.
  • Berman Capital Advisors first reported a position in Marriott Vacations Worldwide in Q3 2020 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2021.

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