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Bourgeon Capital Management’s DT Midstream DTM Stock Holding History

Bourgeon Capital Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19
Closed -$1.05K – 341
2022
Q4 		$1.05K Hold
19
– – ﹤0.01% 322
2022
Q3 		$1K Buy
+19
New +$1.03K ﹤0.01% 333

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EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bourgeon Capital Management sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 19 shares — an estimated $1.05K sold.

Bourgeon Capital Management first reported a position in DTM in Q3 2022 and held it in 2 quarters. The position peaked at $1.05K in Q4 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

  • Bourgeon Capital Management reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 19 DT Midstream shares in Q1 2023, an estimated $1.05K.
  • Bourgeon Capital Management first reported a position in DT Midstream in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's DT Midstream position peaked at $1.05K in Q4 2022.
  • 417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

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