Berman Capital Advisors’s National Instruments Corp NATI Stock Holding History

Berman Capital Advisors’s Portfolio NATI Stock Details NATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$10K	Buy	+268	New	+$11.2K	﹤0.01%	1205
2020 Q3	–	Sell	-5	Closed	–	–	1823
2020 Q2	$0	Hold	5	–	–	﹤0.01%	1878
2020 Q1	$0	Sell	5 -314	-98%	-$12.6K	﹤0.01%	1725
2019 Q4	$13K	Buy	319 +1	+0.3%	+$42	﹤0.01%	659
2019 Q3	$13K	Hold	318	–	–	﹤0.01%	647
2019 Q2	$13K	Hold	318	–	–	﹤0.01%	654
2019 Q1	$14K	Buy	318 +48	+18%	+$2.18K	﹤0.01%	564
2018 Q4	$12K	Buy	+270	New	+$12.6K	﹤0.01%	480

Other funds holding NATI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Berman Capital Advisors opened a new position in National Instruments Corp (NATI) in Q3 2021: 268 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in NATI as recently as Q2 2020.

Berman Capital Advisors first reported a position in NATI in Q4 2018 and has held it in 8 quarters since. The position peaked at $14K in Q1 2019. 306 funds tracked by Wall St. Rank hold NATI as of Q3 2021.

Berman Capital Advisors held 268 shares of National Instruments Corp worth $10K as of Q3 2021.
National Instruments Corp was a new Berman Capital Advisors position in Q3 2021.
National Instruments Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1205 holding.
Berman Capital Advisors first reported a position in National Instruments Corp in Q4 2018 and has held it in 8 quarters since.
Berman Capital Advisors's National Instruments Corp position peaked at $14K in Q1 2019.
306 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2021.

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