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Bourgeon Capital Management’s Barclays BCS Stock Holding History

Bourgeon Capital Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-152
Closed -$1.2K – 136
2023
Q4 		$1.2K Buy
152
+72
+90% +$519 ﹤0.01% 326
2023
Q3 		$624 Buy
+80
New +$621 ﹤0.01% 328

Other funds holding BCS

Arrowstreet Capital
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bourgeon Capital Management's BCS Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Barclays (BCS) in Q1 2024, closing a stake of 152 shares — an estimated $1.2K sold.

Bourgeon Capital Management first reported a position in BCS in Q3 2023 and held it in 2 quarters. The position peaked at $1.2K in Q4 2023. 323 funds tracked by Wall St. Rank hold BCS as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Barclays position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 152 Barclays shares in Q1 2024, an estimated $1.2K.
  • Bourgeon Capital Management first reported a position in Barclays in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Barclays position peaked at $1.2K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Barclays as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.