Berman Capital Advisors’s York Water YORW Stock Holding History

Berman Capital Advisors’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Sell	64 -21	-25%	-$1.01K	﹤0.01%	1756
2021 Q2	$3K	Buy	85 +21	+33%	+$1.04K	﹤0.01%	1531
2021 Q1	$3K	Hold	64	–	–	﹤0.01%	1454
2020 Q4	$2K	Hold	64	–	–	﹤0.01%	1454
2020 Q3	$2K	Sell	64 -40	-38%	-$1.83K	﹤0.01%	1355
2020 Q2	$4K	Buy	104 +63	+154%	+$2.73K	﹤0.01%	1092
2020 Q1	$1K	Hold	41	–	–	﹤0.01%	1393
2019 Q4	$1K	Hold	41	–	–	﹤0.01%	1406
2019 Q3	$1K	Hold	41	–	–	﹤0.01%	1385
2019 Q2	$1K	Hold	41	–	–	﹤0.01%	1404
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	1284
2018 Q4	$1K	Buy	+41	New	+$1.31K	﹤0.01%	1083

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Berman Capital Advisors reduced its York Water (YORW) stake by 25% in Q3 2021, selling an estimated $1.01K and leaving 64 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Berman Capital Advisors first reported a position in YORW in Q4 2018 and has held it in 12 quarters since. The position peaked at $4K in Q2 2020. 122 funds tracked by Wall St. Rank hold YORW as of Q3 2021.

Berman Capital Advisors held 64 shares of York Water worth $2K as of Q3 2021.
Berman Capital Advisors sold 21 York Water shares in Q3 2021, an estimated $1.01K.
York Water made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1756 holding.
Berman Capital Advisors first reported a position in York Water in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's York Water position peaked at $4K in Q2 2020.
122 funds tracked by Wall St. Rank held York Water as of Q3 2021.

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