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Bourgeon Capital Management’s LSB Industries LXU Stock Holding History

Bourgeon Capital Management’s Portfolio LXU Stock Details LXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,000
Closed -$62K – 347
2023
Q1 		$62K Hold
6,000
– – 0.01% 135
2022
Q4 		$79.8K Buy
+6,000
New +$89.5K 0.02% 133

Other funds holding LXU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bourgeon Capital Management's LXU Position: Q2 2023 in Review

Bourgeon Capital Management sold out of LSB Industries (LXU) in Q2 2023, closing a stake of 6,000 shares — an estimated $62K sold.

Bourgeon Capital Management first reported a position in LXU in Q4 2022 and held it in 2 quarters. The position peaked at $79.8K in Q4 2022. 151 funds tracked by Wall St. Rank hold LXU as of Q2 2023.

  • Bourgeon Capital Management reported no remaining LSB Industries position as of Q2 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 6,000 LSB Industries shares in Q2 2023, an estimated $62K.
  • Bourgeon Capital Management first reported a position in LSB Industries in Q4 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's LSB Industries position peaked at $79.8K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held LSB Industries as of Q2 2023.

Based on Bourgeon Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.