Bourgeon Capital Management’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-67	Closed	-$3K	–	288
2019 Q4	$3K	Hold	67	–	–	﹤0.01%	222
2019 Q3	$3K	Buy	+67	New	+$3.06K	﹤0.01%	221

Other funds holding BBL

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Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bourgeon Capital Management's BBL Position: Q1 2020 in Review

Bourgeon Capital Management sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2020, closing a stake of 67 shares — an estimated $3K sold.

Bourgeon Capital Management first reported a position in BBL in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 162 funds tracked by Wall St. Rank hold BBL as of Q1 2020.

Bourgeon Capital Management reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q1 2020 after selling out during the quarter.
Bourgeon Capital Management sold 67 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2020, an estimated $3K.
Bourgeon Capital Management first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q3 2019 and held it in 2 quarters.
Bourgeon Capital Management's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $3K in Q4 2019.
162 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q1 2020.

Based on Bourgeon Capital Management's 13F filing for Q1 2020, filed 7 May 2020.