Bourgeon Capital Management’s Palantir PLTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18	Closed	-$310	–	297
2023 Q4	$310	Hold	18	–	–	﹤0.01%	375
2023 Q3	$288	Hold	18	–	–	﹤0.01%	363
2023 Q2	$276	Hold	18	–	–	﹤0.01%	318
2023 Q1	$153	Hold	18	–	–	﹤0.01%	310
2022 Q4	$116	Hold	18	–	–	﹤0.01%	363
2022 Q3	$0	Hold	18	–	–	﹤0.01%	423
2022 Q2	$0	Hold	18	–	–	﹤0.01%	302
2022 Q1	$0	Hold	18	–	–	﹤0.01%	302
2021 Q4	$0	Hold	18	–	–	﹤0.01%	285
2021 Q3	$0	Sell	18 -18	-50%	-$439	﹤0.01%	296
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	269
2021 Q1	$1K	Buy	+36	New	+$987	﹤0.01%	268

Other funds holding PLTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Palantir (PLTR) in Q1 2024, closing a stake of 18 shares — an estimated $310 sold.

Bourgeon Capital Management first reported a position in PLTR in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q2 2021. 1,132 funds tracked by Wall St. Rank hold PLTR as of Q1 2024.

Bourgeon Capital Management reported no remaining Palantir position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 18 Palantir shares in Q1 2024, an estimated $310.
Bourgeon Capital Management first reported a position in Palantir in Q1 2021 and held it in 12 quarters.
Bourgeon Capital Management's Palantir position peaked at $1K in Q2 2021.
1,132 funds tracked by Wall St. Rank held Palantir as of Q1 2024.

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