Bourgeon Capital Management’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4	Closed	-$1.35K	–	306
2023 Q4	$1.35K	Buy	4 +1	+33%	+$334	﹤0.01%	319
2023 Q3	$887	Buy	+3	New	+$931	﹤0.01%	316

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Ferrari (RACE) in Q1 2024, closing a stake of 4 shares — an estimated $1.35K sold.

Bourgeon Capital Management first reported a position in RACE in Q3 2023 and held it in 2 quarters. The position peaked at $1.35K in Q4 2023. 657 funds tracked by Wall St. Rank hold RACE as of Q1 2024.

Bourgeon Capital Management reported no remaining Ferrari position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 4 Ferrari shares in Q1 2024, an estimated $1.35K.
Bourgeon Capital Management first reported a position in Ferrari in Q3 2023 and held it in 2 quarters.
Bourgeon Capital Management's Ferrari position peaked at $1.35K in Q4 2023.
657 funds tracked by Wall St. Rank held Ferrari as of Q1 2024.

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