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Bourgeon Capital Management’s Elbit Systems ESLT Stock Holding History

Bourgeon Capital Management’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$427 – 189
2023
Q4 		$427 Buy
2
+1
+100% +$202 ﹤0.01% 364
2023
Q3 		$198 Buy
+1
New +$205 ﹤0.01% 372

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Elbit Systems (ESLT) in Q1 2024, closing a stake of 2 shares — an estimated $427 sold.

Bourgeon Capital Management first reported a position in ESLT in Q3 2023 and held it in 2 quarters. The position peaked at $427 in Q4 2023. 174 funds tracked by Wall St. Rank hold ESLT as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Elbit Systems position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 2 Elbit Systems shares in Q1 2024, an estimated $427.
  • Bourgeon Capital Management first reported a position in Elbit Systems in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Elbit Systems position peaked at $427 in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2024.

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