Berman Capital Advisors’s National Grid NGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$19K	Buy	370 +48	+15%	+$2.75K	﹤0.01%	998
2021 Q2	$18K	Hold	322	–	–	﹤0.01%	946
2021 Q1	$16K	Buy	322 +51	+19%	+$2.66K	﹤0.01%	866
2020 Q4	$14K	Buy	271 +29	+12%	+$1.54K	﹤0.01%	790
2020 Q3	$12K	Sell	242 -75	-24%	-$3.77K	﹤0.01%	744
2020 Q2	$16K	Sell	317 -371	-54%	-$18.8K	﹤0.01%	611
2020 Q1	$34K	Buy	688 +473	+220%	+$26.1K	0.01%	367
2019 Q4	$11K	Hold	215	–	–	﹤0.01%	708
2019 Q3	$10K	Buy	215 +4	+2%	+$185	﹤0.01%	719
2019 Q2	$9K	Buy	211 +95	+82%	+$4.46K	﹤0.01%	775
2019 Q1	$5K	Sell	116 -17	-13%	-$823	﹤0.01%	868
2018 Q4	$5K	Buy	+133	New	+$6.21K	﹤0.01%	694

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Berman Capital Advisors increased its National Grid (NGG) stake by 15% in Q3 2021, buying an estimated $2.75K and bringing the position to 370 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Berman Capital Advisors first reported a position in NGG in Q4 2018 and has held it in 12 quarters since. The position peaked at $34K in Q1 2020. 341 funds tracked by Wall St. Rank hold NGG as of Q3 2021.

Berman Capital Advisors held 370 shares of National Grid worth $19K as of Q3 2021.
Berman Capital Advisors bought 48 National Grid shares in Q3 2021, an estimated $2.75K.
National Grid made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #998 holding.
Berman Capital Advisors first reported a position in National Grid in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's National Grid position peaked at $34K in Q1 2020.
341 funds tracked by Wall St. Rank held National Grid as of Q3 2021.

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