BCM
PSTL

Bourgeon Capital Management’s Postal Realty Trust PSTL Stock Holding History

Bourgeon Capital Management’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13
Closed – – 450
2022
Q3 		$0 Buy
+13
New +$202 ﹤0.01% 426

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Postal Realty Trust (PSTL) in Q4 2022, closing a stake of 13 shares.

Bourgeon Capital Management first reported a position in PSTL in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 105 funds tracked by Wall St. Rank hold PSTL as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Postal Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 13 Postal Realty Trust shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Postal Realty Trust in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Postal Realty Trust position peaked at $0 in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Postal Realty Trust as of Q4 2022.

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