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Berman Capital Advisors’s EVgo EVGO Stock Holding History

Berman Capital Advisors’s Portfolio EVGO Stock Details EVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Hold
914
– – ﹤0.01% 1311
2021
Q2 		$13K Hold
914
– – ﹤0.01% 1052
2021
Q1 		$12K Buy
+914
New +$14K ﹤0.01% 957

Other funds holding EVGO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Berman Capital Advisors held its EVgo (EVGO) position steady in Q3 2021 at 914 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Berman Capital Advisors first reported a position in EVGO in Q1 2021 and has held it in 3 quarters since. The position peaked at $13K in Q2 2021. 113 funds tracked by Wall St. Rank hold EVGO as of Q3 2021.

  • Berman Capital Advisors held 914 shares of EVgo worth $7K as of Q3 2021.
  • Berman Capital Advisors left its EVgo share count unchanged in Q3 2021.
  • EVgo made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1311 holding.
  • Berman Capital Advisors first reported a position in EVgo in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's EVgo position peaked at $13K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held EVgo as of Q3 2021.

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