BCM
CHUY

Bourgeon Capital Management’s Chuy's Holdings, Inc. Common Stock CHUY Stock Holding History

Bourgeon Capital Management’s Portfolio CHUY Stock Details CHUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9
Closed – – 485
2022
Q3 		$0 Buy
+9
New +$201 ﹤0.01% 460

Other funds holding CHUY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Bourgeon Capital Management's CHUY Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Chuy's Holdings, Inc. Common Stock (CHUY) in Q4 2022, closing a stake of 9 shares.

Bourgeon Capital Management first reported a position in CHUY in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 138 funds tracked by Wall St. Rank hold CHUY as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Chuy's Holdings, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 9 Chuy's Holdings, Inc. Common Stock shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Chuy's Holdings, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Chuy's Holdings, Inc. Common Stock position peaked at $0 in Q3 2022.
  • 138 funds tracked by Wall St. Rank held Chuy's Holdings, Inc. Common Stock as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.