BCM
PINE

Bourgeon Capital Management’s Alpine Income Property Trust PINE Stock Holding History

Bourgeon Capital Management’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-38
Closed -$1K – 448
2022
Q3 		$1K Buy
+38
New +$683 ﹤0.01% 351

Other funds holding PINE

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Bourgeon Capital Management's PINE Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Alpine Income Property Trust (PINE) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in PINE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 82 funds tracked by Wall St. Rank hold PINE as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Alpine Income Property Trust position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 38 Alpine Income Property Trust shares in Q4 2022, an estimated $1K.
  • Bourgeon Capital Management first reported a position in Alpine Income Property Trust in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Alpine Income Property Trust position peaked at $1K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.