Neuberger Berman Group
SH icon

Neuberger Berman Group’s ProShares Short S&P500 SH Stock Holding History

Neuberger Berman Group’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,813
Closed -$767K – 1869
2023
Q2 		$767K Sell
13,813
-25,076
-64% -$1.48M ﹤0.01% 1320
2023
Q1 		$2.33M Buy
38,889
+18,514
+91% +$1.14M ﹤0.01% 1051
2022
Q4 		$1.31M Sell
20,375
-4,455
-18% -$286K ﹤0.01% 1167
2022
Q3 		$2.03M Buy
24,830
+4,547
+22% +$285K ﹤0.01% 1075
2022
Q2 		$1.57M Buy
20,283
+13,006
+179% +$803K ﹤0.01% 1168
2022
Q1 		$495K Buy
+7,277
New +$420K ﹤0.01% 1546
2021
Q1 		– Sell
-3,778
Closed -$271K – 1807
2020
Q4 		$271K Sell
3,778
-1,325,963
-100% -$101M ﹤0.01% 1542
2020
Q3 		$108M Buy
1,329,741
+213,128
+19% +$17.7M 0.13% 224
2020
Q2 		$99.9M Sell
1,116,613
-427,419
-28% -$41.1M 0.12% 226
2020
Q1 		$171M Buy
1,544,032
+1,061,538
+220% +$107M 0.26% 91
2019
Q4 		$46.3M Buy
+482,494
New +$48.7M 0.05% 412
2017
Q1 		– Sell
-7,753
Closed -$1.13M – 1632
2016
Q4 		$1.13M Buy
+7,753
New +$1.17M ﹤0.01% 1106

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Neuberger Berman Group's SH Position: Q3 2023 in Review

Neuberger Berman Group sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 13,813 shares — an estimated $767K sold.

Neuberger Berman Group first reported a position in SH in Q4 2016 and held it in 12 quarters. The position peaked at $171M in Q1 2020. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • Neuberger Berman Group reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • Neuberger Berman Group sold 13,813 ProShares Short S&P500 shares in Q3 2023, an estimated $767K.
  • Neuberger Berman Group first reported a position in ProShares Short S&P500 in Q4 2016 and held it in 12 quarters.
  • Neuberger Berman Group's ProShares Short S&P500 position peaked at $171M in Q1 2020.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Neuberger Berman Group's 13F filing for Q3 2023, filed 14 Nov 2023.