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Bourgeon Capital Management’s Philip Morris PM Stock Holding History

Bourgeon Capital Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-49
Closed -$3K – 314
2020
Q2 		$3K Hold
49
– – ﹤0.01% 231
2020
Q1 		$4K Buy
+49
New +$4.03K ﹤0.01% 226

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bourgeon Capital Management's PM Position: Q3 2020 in Review

Bourgeon Capital Management sold out of Philip Morris (PM) in Q3 2020, closing a stake of 49 shares — an estimated $3K sold.

Bourgeon Capital Management first reported a position in PM in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

  • Bourgeon Capital Management reported no remaining Philip Morris position as of Q3 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 49 Philip Morris shares in Q3 2020, an estimated $3K.
  • Bourgeon Capital Management first reported a position in Philip Morris in Q1 2020 and held it in 2 quarters.
  • Bourgeon Capital Management's Philip Morris position peaked at $4K in Q1 2020.
  • 1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Bourgeon Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.