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Bourgeon Capital Management’s Fox Class A FOXA Stock Holding History

Bourgeon Capital Management’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$980 – 199
2023
Q4 		$980 Buy
+33
New +$998 ﹤0.01% 335

Other funds holding FOXA

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Fox Class A (FOXA) in Q1 2024, closing a stake of 33 shares — an estimated $980 sold.

Bourgeon Capital Management first reported a position in FOXA in Q4 2023 and held it in 1 quarter. The position peaked at $980 in Q4 2023. 504 funds tracked by Wall St. Rank hold FOXA as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Fox Class A position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 33 Fox Class A shares in Q1 2024, an estimated $980.
  • Bourgeon Capital Management first reported a position in Fox Class A in Q4 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's Fox Class A position peaked at $980 in Q4 2023.
  • 504 funds tracked by Wall St. Rank held Fox Class A as of Q1 2024.

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