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Berman Capital Advisors’s Xerox XRX Stock Holding History

Berman Capital Advisors’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$49K Buy
2,456
+1,718
+233% +$39K 0.01% 681
2021
Q2 		$17K Buy
738
+7
+1% +$169 ﹤0.01% 976
2021
Q1 		$17K Buy
731
+56
+8% +$1.34K ﹤0.01% 850
2020
Q4 		$15K Buy
675
+500
+286% +$10.6K ﹤0.01% 770
2020
Q3 		$3K Sell
175
-228
-57% -$3.99K ﹤0.01% 1225
2020
Q2 		$5K Buy
403
+149
+59% +$2.57K ﹤0.01% 1006
2020
Q1 		$4K Buy
254
+22
+9% +$699 ﹤0.01% 982
2019
Q4 		$8K Hold
232
– – ﹤0.01% 849
2019
Q3 		$6K Hold
232
– – ﹤0.01% 912
2019
Q2 		$8K Hold
232
– – ﹤0.01% 833
2019
Q1 		$7K Hold
232
– – ﹤0.01% 794
2018
Q4 		$4K Buy
+232
New +$5.95K ﹤0.01% 765

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Berman Capital Advisors increased its Xerox (XRX) stake by 233% in Q3 2021, buying an estimated $39K and bringing the position to 2,456 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #681.

Berman Capital Advisors first reported a position in XRX in Q4 2018 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold XRX as of Q3 2021.

  • Berman Capital Advisors held 2,456 shares of Xerox worth $49K as of Q3 2021.
  • Berman Capital Advisors bought 1,718 Xerox shares in Q3 2021, an estimated $39K.
  • Xerox made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #681 holding.
  • Berman Capital Advisors first reported a position in Xerox in Q4 2018 and has held it in 12 quarters since.
  • 340 funds tracked by Wall St. Rank held Xerox as of Q3 2021.

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