Bourgeon Capital Management’s Church & Dwight Co CHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-171	Closed	-$16.1K	–	149
2023 Q4	$16.1K	Buy	171 +1	+0.6%	+$92	﹤0.01%	217
2023 Q3	$15.6K	Hold	170	–	–	﹤0.01%	213
2023 Q2	$17K	Buy	170 +1	+0.6%	+$94	﹤0.01%	221
2023 Q1	$14.9K	Hold	169	–	–	﹤0.01%	208
2022 Q4	$13.6K	Buy	169 +1	+0.6%	+$77	﹤0.01%	226
2022 Q3	$12K	Buy	168 +1	+0.6%	+$86	﹤0.01%	209
2022 Q2	$16K	Hold	167	–	–	﹤0.01%	190
2022 Q1	$17K	Hold	167	–	–	﹤0.01%	200
2021 Q4	$17K	Buy	167 +1	+0.6%	+$91	﹤0.01%	194
2021 Q3	$14K	Hold	166	–	–	﹤0.01%	218
2021 Q2	$14K	Buy	166 +1	+0.6%	+$86	﹤0.01%	217
2021 Q1	$14K	Hold	165	–	–	﹤0.01%	212
2020 Q4	$14K	Buy	165 +1	+0.6%	+$89	﹤0.01%	202
2020 Q3	$15K	Hold	164	–	–	﹤0.01%	195
2020 Q2	$13K	Buy	164 +1	+0.6%	+$73	﹤0.01%	179
2020 Q1	$10K	Hold	163	–	–	0.01%	182
2019 Q4	$11K	Buy	163 +1	+0.6%	+$71	0.01%	178
2019 Q3	$12K	Buy	+162	New	+$12.3K	0.01%	173

Other funds holding CHD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Church & Dwight Co (CHD) in Q1 2024, closing a stake of 171 shares — an estimated $16.1K sold.

Bourgeon Capital Management first reported a position in CHD in Q3 2019 and held it in 18 quarters. The position peaked at $17K in Q1 2022. 1,014 funds tracked by Wall St. Rank hold CHD as of Q1 2024.

Bourgeon Capital Management reported no remaining Church & Dwight Co position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 171 Church & Dwight Co shares in Q1 2024, an estimated $16.1K.
Bourgeon Capital Management first reported a position in Church & Dwight Co in Q3 2019 and held it in 18 quarters.
Bourgeon Capital Management's Church & Dwight Co position peaked at $17K in Q1 2022.
1,014 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2024.

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