BCA
VMW

Berman Capital Advisors’s VMware, Inc VMW Stock Holding History

Berman Capital Advisors’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$50K Buy
337
+75
+29% +$11.4K 0.01% 672
2021
Q2 		$41K Buy
262
+156
+147% +$25K 0.01% 660
2021
Q1 		$15K Sell
106
-3
-3% -$429 ﹤0.01% 911
2020
Q4 		$14K Buy
109
+7
+7% +$1K ﹤0.01% 803
2020
Q3 		$14K Hold
102
– – ﹤0.01% 703
2020
Q2 		$15K Buy
102
+14
+16% +$1.92K ﹤0.01% 639
2020
Q1 		$9K Sell
88
-14
-14% -$1.93K ﹤0.01% 710
2019
Q4 		$15K Buy
102
+1
+1% +$157 ﹤0.01% 626
2019
Q3 		$15K Sell
101
-20
-17% -$3.15K ﹤0.01% 604
2019
Q2 		$20K Buy
121
+20
+20% +$3.75K 0.01% 518
2019
Q1 		$18K Buy
101
+15
+17% +$2.44K 0.01% 486
2018
Q4 		$11K Buy
+86
New +$13K ﹤0.01% 496

Other funds holding VMW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Berman Capital Advisors increased its VMware, Inc (VMW) stake by 29% in Q3 2021, buying an estimated $11.4K and bringing the position to 337 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #672.

Berman Capital Advisors first reported a position in VMW in Q4 2018 and has held it in 12 quarters since. 586 funds tracked by Wall St. Rank hold VMW as of Q3 2021.

  • Berman Capital Advisors held 337 shares of VMware, Inc worth $50K as of Q3 2021.
  • Berman Capital Advisors bought 75 VMware, Inc shares in Q3 2021, an estimated $11.4K.
  • VMware, Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #672 holding.
  • Berman Capital Advisors first reported a position in VMware, Inc in Q4 2018 and has held it in 12 quarters since.
  • 586 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2021.

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