BCM
EQNR icon

Bourgeon Capital Management’s Equinor EQNR Stock Holding History

Bourgeon Capital Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37
Closed -$1.17K – 183
2023
Q4 		$1.17K Buy
37
+21
+131% +$680 ﹤0.01% 328
2023
Q3 		$525 Buy
+16
New +$496 ﹤0.01% 335
2020
Q4 		– Sell
-98
Closed -$1K – 283
2020
Q3 		$1K Buy
+98
New +$1.51K ﹤0.01% 275

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Equinor (EQNR) in Q1 2024, closing a stake of 37 shares — an estimated $1.17K sold.

Bourgeon Capital Management first reported a position in EQNR in Q3 2020 and held it in 3 quarters. The position peaked at $1.17K in Q4 2023. 333 funds tracked by Wall St. Rank hold EQNR as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Equinor position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 37 Equinor shares in Q1 2024, an estimated $1.17K.
  • Bourgeon Capital Management first reported a position in Equinor in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Equinor position peaked at $1.17K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Equinor as of Q1 2024.

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