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Berman Capital Advisors’s Envista NVST Stock Holding History

Berman Capital Advisors’s Portfolio NVST Stock Details NVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$10K Buy
253
+100
+65% +$4.22K ﹤0.01% 1189
2021
Q2 		$6K Hold
153
– – ﹤0.01% 1302
2021
Q1 		$6K Hold
153
– – ﹤0.01% 1221
2020
Q4 		$5K Hold
153
– – ﹤0.01% 1159
2020
Q3 		$3K Hold
153
– – ﹤0.01% 1207
2020
Q2 		$3K Buy
+153
New +$2.87K ﹤0.01% 1161

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Berman Capital Advisors increased its Envista (NVST) stake by 65% in Q3 2021, buying an estimated $4.22K and bringing the position to 253 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Berman Capital Advisors first reported a position in NVST in Q2 2020 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2021.

  • Berman Capital Advisors held 253 shares of Envista worth $10K as of Q3 2021.
  • Berman Capital Advisors bought 100 Envista shares in Q3 2021, an estimated $4.22K.
  • Envista made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1189 holding.
  • Berman Capital Advisors first reported a position in Envista in Q2 2020 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held Envista as of Q3 2021.

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