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Bourgeon Capital Management’s Mizuho Financial MFG Stock Holding History

Bourgeon Capital Management’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-421
Closed -$1.45K – 258
2023
Q4 		$1.45K Buy
421
+166
+65% +$564 ﹤0.01% 314
2023
Q3 		$875 Buy
+255
New +$848 ﹤0.01% 318

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Fidelity Investments
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Mizuho Financial (MFG) in Q1 2024, closing a stake of 421 shares — an estimated $1.45K sold.

Bourgeon Capital Management first reported a position in MFG in Q3 2023 and held it in 2 quarters. The position peaked at $1.45K in Q4 2023. 224 funds tracked by Wall St. Rank hold MFG as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Mizuho Financial position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 421 Mizuho Financial shares in Q1 2024, an estimated $1.45K.
  • Bourgeon Capital Management first reported a position in Mizuho Financial in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Mizuho Financial position peaked at $1.45K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2024.

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