Bourgeon Capital Management’s ChampionX CHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-38	Closed	-$1K	–	397
2022 Q3	$1K	Buy	+38	New	+$784	﹤0.01%	326

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Bourgeon Capital Management sold out of ChampionX (CHX) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in CHX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 387 funds tracked by Wall St. Rank hold CHX as of Q4 2022.

Bourgeon Capital Management reported no remaining ChampionX position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 38 ChampionX shares in Q4 2022, an estimated $1K.
Bourgeon Capital Management first reported a position in ChampionX in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's ChampionX position peaked at $1K in Q3 2022.
387 funds tracked by Wall St. Rank held ChampionX as of Q4 2022.

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