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Bourgeon Capital Management’s Grid Dynamics Holdings GDYN Stock Holding History

Bourgeon Capital Management’s Portfolio GDYN Stock Details GDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-150
Closed -$2K – 204
2023
Q4 		$2K Hold
150
– – ﹤0.01% 300
2023
Q3 		$1.83K Hold
150
– – ﹤0.01% 291
2023
Q2 		$1.39K Buy
+150
New +$1.5K ﹤0.01% 300

Other funds holding GDYN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Grid Dynamics Holdings (GDYN) in Q1 2024, closing a stake of 150 shares — an estimated $2K sold.

Bourgeon Capital Management first reported a position in GDYN in Q2 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 137 funds tracked by Wall St. Rank hold GDYN as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Grid Dynamics Holdings position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 150 Grid Dynamics Holdings shares in Q1 2024, an estimated $2K.
  • Bourgeon Capital Management first reported a position in Grid Dynamics Holdings in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's Grid Dynamics Holdings position peaked at $2K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q1 2024.

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