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Bourgeon Capital Management’s Cleveland-Cliffs CLF Stock Holding History

Bourgeon Capital Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-600
Closed -$4K – 275
2020
Q3 		$4K Sell
600
-600
-50% -$3.61K ﹤0.01% 241
2020
Q2 		$7K Buy
1,200
+500
+71% +$2.43K ﹤0.01% 203
2020
Q1 		$3K Hold
700
– – ﹤0.01% 231
2019
Q4 		$6K Buy
+700
New +$5.38K ﹤0.01% 199

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bourgeon Capital Management's CLF Position: Q4 2020 in Review

Bourgeon Capital Management sold out of Cleveland-Cliffs (CLF) in Q4 2020, closing a stake of 600 shares — an estimated $4K sold.

Bourgeon Capital Management first reported a position in CLF in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 353 funds tracked by Wall St. Rank hold CLF as of Q4 2020.

  • Bourgeon Capital Management reported no remaining Cleveland-Cliffs position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 600 Cleveland-Cliffs shares in Q4 2020, an estimated $4K.
  • Bourgeon Capital Management first reported a position in Cleveland-Cliffs in Q4 2019 and held it in 4 quarters.
  • Bourgeon Capital Management's Cleveland-Cliffs position peaked at $7K in Q2 2020.
  • 353 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.