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Berman Capital Advisors’s Avantor AVTR Stock Holding History

Berman Capital Advisors’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$54K Buy
1,323
+329
+33% +$12.9K 0.01% 644
2021
Q2 		$35K Buy
994
+215
+28% +$6.95K 0.01% 712
2021
Q1 		$22K Buy
779
+606
+350% +$17.5K ﹤0.01% 744
2020
Q4 		$4K Buy
173
+14
+9% +$361 ﹤0.01% 1200
2020
Q3 		$3K Buy
159
+58
+57% +$1.21K ﹤0.01% 1166
2020
Q2 		$1K Hold
101
– – ﹤0.01% 1373
2020
Q1 		$1K Buy
+101
New +$1.62K ﹤0.01% 1244

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Berman Capital Advisors increased its Avantor (AVTR) stake by 33% in Q3 2021, buying an estimated $12.9K and bringing the position to 1,323 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #644.

Berman Capital Advisors first reported a position in AVTR in Q1 2020 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold AVTR as of Q3 2021.

  • Berman Capital Advisors held 1,323 shares of Avantor worth $54K as of Q3 2021.
  • Berman Capital Advisors bought 329 Avantor shares in Q3 2021, an estimated $12.9K.
  • Avantor made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #644 holding.
  • Berman Capital Advisors first reported a position in Avantor in Q1 2020 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held Avantor as of Q3 2021.

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