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Bourgeon Capital Management’s Deutsche Bank DB Stock Holding History

Bourgeon Capital Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-67
Closed -$908 – 164
2023
Q4 		$908 Buy
67
+29
+76% +$341 ﹤0.01% 337
2023
Q3 		$418 Buy
+38
New +$411 ﹤0.01% 345

Other funds holding DB

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Deutsche Bank
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bourgeon Capital Management's DB Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Deutsche Bank (DB) in Q1 2024, closing a stake of 67 shares — an estimated $908 sold.

Bourgeon Capital Management first reported a position in DB in Q3 2023 and held it in 2 quarters. The position peaked at $908 in Q4 2023. 268 funds tracked by Wall St. Rank hold DB as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Deutsche Bank position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 67 Deutsche Bank shares in Q1 2024, an estimated $908.
  • Bourgeon Capital Management first reported a position in Deutsche Bank in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Deutsche Bank position peaked at $908 in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.