BCM
NBIS

Bourgeon Capital Management’s Nebius Group N.V. NBIS Stock Holding History

Bourgeon Capital Management’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed – – 400
2023
Q4 		$0 Hold
100
– – ﹤0.01% 418
2023
Q3 		$0 Hold
100
– – ﹤0.01% 424
2023
Q2 		$0 Hold
100
– – ﹤0.01% 356
2023
Q1 		$1.49K Hold
100
– – ﹤0.01% 283
2022
Q4 		$1.49K Hold
100
– – ﹤0.01% 316
2022
Q3 		$1K Hold
100
– – ﹤0.01% 364
2022
Q2 		$1K Hold
100
– – ﹤0.01% 284
2022
Q1 		$1K Buy
+100
New +$4.75K ﹤0.01% 281

Other funds holding NBIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Bourgeon Capital Management sold out of Nebius Group N.V. (NBIS) in Q1 2024, closing a stake of 100 shares.

Bourgeon Capital Management first reported a position in NBIS in Q1 2022 and held it in 8 quarters. The position peaked at $1.49K in Q1 2023. 203 funds tracked by Wall St. Rank hold NBIS as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Nebius Group N.V. position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 100 Nebius Group N.V. shares in Q1 2024.
  • Bourgeon Capital Management first reported a position in Nebius Group N.V. in Q1 2022 and held it in 8 quarters.
  • Bourgeon Capital Management's Nebius Group N.V. position peaked at $1.49K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2024.

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