BCM
ORAN

Bourgeon Capital Management’s Orange ORAN Stock Holding History

Bourgeon Capital Management’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-57
Closed -$652 – 403
2023
Q4 		$652 Buy
57
+41
+256% +$481 ﹤0.01% 351
2023
Q3 		$184 Buy
+16
New +$183 ﹤0.01% 374

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Orange (ORAN) in Q1 2024, closing a stake of 57 shares — an estimated $652 sold.

Bourgeon Capital Management first reported a position in ORAN in Q3 2023 and held it in 2 quarters. The position peaked at $652 in Q4 2023. 211 funds tracked by Wall St. Rank hold ORAN as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Orange position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 57 Orange shares in Q1 2024, an estimated $652.
  • Bourgeon Capital Management first reported a position in Orange in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Orange position peaked at $652 in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Orange as of Q1 2024.

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