Bourgeon Capital Management’s EVgo EVGO Stock Holding History

Bourgeon Capital Management’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$3.58K	–	191
2023 Q4	$3.58K	Hold	1,000	–	–	﹤0.01%	282
2023 Q3	$3.38K	Sell	1,000 -78,770	-99%	-$324K	﹤0.01%	270
2023 Q2	$319K	Buy	79,770 +78,000	+4,407%	+$398K	0.07%	90
2023 Q1	$13.8K	Sell	1,770 -41,565	-96%	-$244K	﹤0.01%	217
2022 Q4	$194K	Buy	43,335 +26,500	+157%	+$171K	0.05%	93
2022 Q3	$133K	Sell	16,835 -143,500	-90%	-$1.25M	0.04%	98
2022 Q2	$964K	Sell	160,335 -147,220	-48%	-$1.4M	0.26%	58
2022 Q1	$3.96M	Sell	307,555 -113,181	-27%	-$1.14M	0.89%	38
2021 Q4	$4.18M	Sell	420,736 -26,820	-6%	-$294K	0.86%	42
2021 Q3	$3.65M	Buy	447,556 +445,906	+27,025%	+$4.5M	0.78%	43
2021 Q2	$25K	Hold	1,650	–	–	0.01%	191
2021 Q1	$23K	Buy	+1,650	New	+$25.3K	0.01%	193

Other funds holding EVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bourgeon Capital Management sold out of EVgo (EVGO) in Q1 2024, closing a stake of 1,000 shares — an estimated $3.58K sold.

Bourgeon Capital Management first reported a position in EVGO in Q1 2021 and held it in 12 quarters. The position peaked at $4.18M in Q4 2021. 179 funds tracked by Wall St. Rank hold EVGO as of Q1 2024.

Bourgeon Capital Management reported no remaining EVgo position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 1,000 EVgo shares in Q1 2024, an estimated $3.58K.
Bourgeon Capital Management first reported a position in EVgo in Q1 2021 and held it in 12 quarters.
Bourgeon Capital Management's EVgo position peaked at $4.18M in Q4 2021.
179 funds tracked by Wall St. Rank held EVgo as of Q1 2024.

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