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Berman Capital Advisors’s Pentair PNR Stock Holding History

Berman Capital Advisors’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$51K Buy
708
+126
+22% +$9.4K 0.01% 666
2021
Q2 		$38K Buy
582
+7
+1% +$463 0.01% 683
2021
Q1 		$35K Buy
575
+94
+20% +$5.39K 0.01% 607
2020
Q4 		$25K Sell
481
-4
-0.8% -$205 0.01% 612
2020
Q3 		$22K Buy
485
+35
+8% +$1.52K 0.01% 552
2020
Q2 		$16K Sell
450
-90
-17% -$3.17K ﹤0.01% 612
2020
Q1 		$15K Buy
540
+135
+33% +$5.43K ﹤0.01% 568
2019
Q4 		$18K Buy
405
+82
+25% +$3.46K 0.01% 570
2019
Q3 		$12K Buy
323
+21
+7% +$781 ﹤0.01% 667
2019
Q2 		$11K Buy
302
+210
+228% +$7.97K ﹤0.01% 700
2019
Q1 		$4K Buy
+92
New +$3.83K ﹤0.01% 932

Other funds holding PNR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors increased its Pentair (PNR) stake by 22% in Q3 2021, buying an estimated $9.4K and bringing the position to 708 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #666.

Berman Capital Advisors first reported a position in PNR in Q1 2019 and has held it in 11 quarters since. 553 funds tracked by Wall St. Rank hold PNR as of Q3 2021.

  • Berman Capital Advisors held 708 shares of Pentair worth $51K as of Q3 2021.
  • Berman Capital Advisors bought 126 Pentair shares in Q3 2021, an estimated $9.4K.
  • Pentair made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #666 holding.
  • Berman Capital Advisors first reported a position in Pentair in Q1 2019 and has held it in 11 quarters since.
  • 553 funds tracked by Wall St. Rank held Pentair as of Q3 2021.

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