BCM
CX icon

Bourgeon Capital Management’s Cemex CX Stock Holding History

Bourgeon Capital Management’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-186
Closed -$1K – 278
2020
Q3 		$1K Buy
+186
New +$608 ﹤0.01% 272

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Cemex (CX) in Q4 2020, closing a stake of 186 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in CX in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 248 funds tracked by Wall St. Rank hold CX as of Q4 2020.

  • Bourgeon Capital Management reported no remaining Cemex position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 186 Cemex shares in Q4 2020, an estimated $1K.
  • Bourgeon Capital Management first reported a position in Cemex in Q3 2020 and held it in 1 quarter.
  • Bourgeon Capital Management's Cemex position peaked at $1K in Q3 2020.
  • 248 funds tracked by Wall St. Rank held Cemex as of Q4 2020.

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