Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 14, 2020

SELL
N/A
-2,170,853 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
N/A
97,030 Added 4.68%
2,170,853 $17.6 Million
Q3 2019

Nov 12, 2019

BUY
N/A
27,750 Added 1.36%
2,073,823 $20.3 Million
Q2 2019

Aug 12, 2019

BUY
N/A
14,813 Added 0.73%
2,046,073 $17.8 Million
Q1 2019

May 16, 2019

BUY
N/A
253,080 Added 14.23%
2,031,260 $23.2 Million
Q4 2018

Feb 11, 2019

BUY
N/A
537,170 Added 43.28%
1,778,180 $24.1 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-21,635 Reduced 1.71%
1,241,010 $20.1 Million
Q2 2018

Aug 10, 2018

BUY
N/A
169,200 Added 15.47%
1,262,645 $24.2 Million
Q1 2018

May 10, 2018

BUY
N/A
54,800 Added 5.28%
1,093,445 $21.6 Million
Q4 2017

Feb 13, 2018

BUY
N/A
163,510 Added 18.68%
1,038,645 $25.1 Million
Q3 2017

Nov 13, 2017

BUY
N/A
875,135
875,135 $18.8 Million
Track This Portfolio

Track Bernzott Capital Advisors Portfolio

Follow Bernzott Capital Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernzott Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bernzott Capital Advisors with notifications on news.