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Bourgeon Capital Management’s Columbia Financial CLBK Stock Holding History

Bourgeon Capital Management’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-43
Closed -$930 – 337
2022
Q4 		$930 Hold
43
– – ﹤0.01% 331
2022
Q3 		$1K Buy
+43
New +$928 ﹤0.01% 327

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bourgeon Capital Management's CLBK Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Columbia Financial (CLBK) in Q1 2023, closing a stake of 43 shares — an estimated $930 sold.

Bourgeon Capital Management first reported a position in CLBK in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 101 funds tracked by Wall St. Rank hold CLBK as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Columbia Financial position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 43 Columbia Financial shares in Q1 2023, an estimated $930.
  • Bourgeon Capital Management first reported a position in Columbia Financial in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Columbia Financial position peaked at $1K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.