Bourgeon Capital Management’s Piper Sandler PIPR Stock Holding History

Bourgeon Capital Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-48	Closed	-$1.56K	–	367
2022 Q4	$1.56K	Hold	48	–	–	﹤0.01%	314
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	352
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	280
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	267
2021 Q4	$2K	Hold	48	–	–	﹤0.01%	249
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	262
2021 Q2	$2K	Hold	48	–	–	﹤0.01%	264
2021 Q1	$1K	Hold	48	–	–	﹤0.01%	267
2020 Q4	$1K	Hold	48	–	–	﹤0.01%	259
2020 Q3	$1K	Hold	48	–	–	﹤0.01%	288
2020 Q2	$1K	Hold	48	–	–	﹤0.01%	247
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	249
2019 Q4	$1K	Hold	48	–	–	﹤0.01%	225
2019 Q3	$1K	Buy	+48	New	+$895	﹤0.01%	226

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Bourgeon Capital Management's PIPR Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Piper Sandler (PIPR) in Q1 2023, closing a stake of 48 shares — an estimated $1.56K sold.

Bourgeon Capital Management first reported a position in PIPR in Q3 2019 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 246 funds tracked by Wall St. Rank hold PIPR as of Q1 2023.

Bourgeon Capital Management reported no remaining Piper Sandler position as of Q1 2023 after selling out during the quarter.
Bourgeon Capital Management sold 48 Piper Sandler shares in Q1 2023, an estimated $1.56K.
Bourgeon Capital Management first reported a position in Piper Sandler in Q3 2019 and held it in 14 quarters.
Bourgeon Capital Management's Piper Sandler position peaked at $2K in Q1 2022.
246 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.