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Berman Capital Advisors’s Zoetis ZTS Stock Holding History

Berman Capital Advisors’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$415K Buy
2,144
+191
+10% +$38.5K 0.07% 154
2021
Q2 		$363K Buy
1,953
+365
+23% +$63.4K 0.06% 153
2021
Q1 		$249K Buy
1,588
+299
+23% +$47.4K 0.05% 168
2020
Q4 		$213K Buy
1,289
+21
+2% +$3.42K 0.05% 156
2020
Q3 		$209K Buy
1,268
+45
+4% +$6.92K 0.06% 145
2020
Q2 		$167K Buy
1,223
+418
+52% +$54.6K 0.04% 158
2020
Q1 		$93K Buy
805
+187
+30% +$24.6K 0.03% 208
2019
Q4 		$81K Buy
618
+28
+5% +$3.48K 0.02% 254
2019
Q3 		$73K Hold
590
– – 0.02% 256
2019
Q2 		$66K Buy
590
+110
+23% +$11.5K 0.02% 263
2019
Q1 		$48K Buy
480
+153
+47% +$13.9K 0.02% 279
2018
Q4 		$26K Buy
+327
New +$29.4K 0.01% 340

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Berman Capital Advisors increased its Zoetis (ZTS) stake by 9.8% in Q3 2021, buying an estimated $38.5K and bringing the position to 2,144 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #154.

Berman Capital Advisors first reported a position in ZTS in Q4 2018 and has held it in 12 quarters since. 1,478 funds tracked by Wall St. Rank hold ZTS as of Q3 2021.

  • Berman Capital Advisors held 2,144 shares of Zoetis worth $415K as of Q3 2021.
  • Berman Capital Advisors bought 191 Zoetis shares in Q3 2021, an estimated $38.5K.
  • Zoetis made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #154 holding.
  • Berman Capital Advisors first reported a position in Zoetis in Q4 2018 and has held it in 12 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Zoetis as of Q3 2021.

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