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Bourgeon Capital Management’s Koppers KOP Stock Holding History

Bourgeon Capital Management’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 294
2020
Q4 		$0 Hold
1
– – ﹤0.01% 295
2020
Q3 		$0 Hold
1
– – ﹤0.01% 306
2020
Q2 		$0 Hold
1
– – ﹤0.01% 264
2020
Q1 		$0 Hold
1
– – ﹤0.01% 265
2019
Q4 		$0 Hold
1
– – ﹤0.01% 235
2019
Q3 		$0 Buy
+1
New +$28 ﹤0.01% 235

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bourgeon Capital Management's KOP Position: Q1 2021 in Review

Bourgeon Capital Management sold out of Koppers (KOP) in Q1 2021, closing a stake of 1 share.

Bourgeon Capital Management first reported a position in KOP in Q3 2019 and held it in 6 quarters. The position peaked at $0 in Q4 2020. 147 funds tracked by Wall St. Rank hold KOP as of Q1 2021.

  • Bourgeon Capital Management reported no remaining Koppers position as of Q1 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 1 Koppers share in Q1 2021.
  • Bourgeon Capital Management first reported a position in Koppers in Q3 2019 and held it in 6 quarters.
  • Bourgeon Capital Management's Koppers position peaked at $0 in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Koppers as of Q1 2021.

Based on Bourgeon Capital Management's 13F filing for Q1 2021, filed 13 May 2021.