BCM
LNKB

Bourgeon Capital Management’s LINKBANCORP LNKB Stock Holding History

Bourgeon Capital Management’s Portfolio LNKB Stock Details LNKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,885
Closed -$15K – 249
2023
Q4 		$15K Buy
+1,885
New +$12.4K ﹤0.01% 227

Other funds holding LNKB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Bourgeon Capital Management sold out of LINKBANCORP (LNKB) in Q1 2024, closing a stake of 1,885 shares — an estimated $15K sold.

Bourgeon Capital Management first reported a position in LNKB in Q4 2023 and held it in 1 quarter. The position peaked at $15K in Q4 2023. 64 funds tracked by Wall St. Rank hold LNKB as of Q1 2024.

  • Bourgeon Capital Management reported no remaining LINKBANCORP position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,885 LINKBANCORP shares in Q1 2024, an estimated $15K.
  • Bourgeon Capital Management first reported a position in LINKBANCORP in Q4 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's LINKBANCORP position peaked at $15K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held LINKBANCORP as of Q1 2024.

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