Bourgeon Capital Management’s Agnico Eagle Mines AEM Stock Holding History

Bourgeon Capital Management’s Portfolio AEM Stock Details AEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,050	Closed	-$320K	–	401
2023 Q3	$320K	Sell	7,050 -17,450	-71%	-$856K	0.08%	85
2023 Q2	$1.22M	Sell	24,500 -7,000	-22%	-$379K	0.29%	57
2023 Q1	$1.61M	Buy	+31,500	New	+$1.62M	0.38%	55
2022 Q3	–	Sell	-1,200	Closed	-$55K	–	369
2022 Q2	$55K	Buy	+1,200	New	+$66.7K	0.01%	137
2022 Q1	–	Sell	-2,650	Closed	-$141K	–	282
2021 Q4	$141K	Sell	2,650 -100	-4%	-$5.32K	0.03%	114
2021 Q3	$143K	Buy	+2,750	New	+$160K	0.03%	116
2015 Q2	–	Sell	-15,000	Closed	-$419K	–	107
2015 Q1	$419K	Buy	+15,000	New	+$461K	0.26%	71

Other funds holding AEM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bourgeon Capital Management's AEM Position: Q4 2023 in Review

Bourgeon Capital Management sold out of Agnico Eagle Mines (AEM) in Q4 2023, closing a stake of 7,050 shares — an estimated $320K sold.

Bourgeon Capital Management first reported a position in AEM in Q1 2015 and held it in 7 quarters. The position peaked at $1.61M in Q1 2023. 620 funds tracked by Wall St. Rank hold AEM as of Q4 2023.

Bourgeon Capital Management reported no remaining Agnico Eagle Mines position as of Q4 2023 after selling out during the quarter.
Bourgeon Capital Management sold 7,050 Agnico Eagle Mines shares in Q4 2023, an estimated $320K.
Bourgeon Capital Management first reported a position in Agnico Eagle Mines in Q1 2015 and held it in 7 quarters.
Bourgeon Capital Management's Agnico Eagle Mines position peaked at $1.61M in Q1 2023.
620 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q4 2023.

Based on Bourgeon Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.