Bourgeon Capital Management’s Sibanye-Stillwater SBSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-795	Closed	-$4.32K	–	320
2023 Q4	$4.32K	Hold	795	–	–	﹤0.01%	274
2023 Q3	$4.91K	Hold	795	–	–	﹤0.01%	259
2023 Q2	$4.96K	Hold	795	–	–	﹤0.01%	273
2023 Q1	$6.62K	Hold	795	–	–	﹤0.01%	251
2022 Q4	$8.47K	Hold	795	–	–	﹤0.01%	249
2022 Q3	$7K	Hold	795	–	–	﹤0.01%	234
2022 Q2	$8K	Hold	795	–	–	﹤0.01%	230
2022 Q1	$13K	Hold	795	–	–	﹤0.01%	219
2021 Q4	$10K	Hold	795	–	–	﹤0.01%	218
2021 Q3	$10K	Hold	795	–	–	﹤0.01%	231
2021 Q2	$13K	Hold	795	–	–	﹤0.01%	221
2021 Q1	$14K	Hold	795	–	–	﹤0.01%	218
2020 Q4	$13K	Hold	795	–	–	﹤0.01%	209
2020 Q3	$9K	Hold	795	–	–	﹤0.01%	220
2020 Q2	$7K	Hold	795	–	–	﹤0.01%	206
2020 Q1	$4K	Hold	795	–	–	﹤0.01%	228
2019 Q4	$8K	Hold	795	–	–	﹤0.01%	191
2019 Q3	$4K	Buy	+795	New	+$4.05K	﹤0.01%	215

Other funds holding SBSW

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

LHCM

Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bourgeon Capital Management sold out of Sibanye-Stillwater (SBSW) in Q1 2024, closing a stake of 795 shares — an estimated $4.32K sold.

Bourgeon Capital Management first reported a position in SBSW in Q3 2019 and held it in 18 quarters. The position peaked at $14K in Q1 2021. 196 funds tracked by Wall St. Rank hold SBSW as of Q1 2024.

Bourgeon Capital Management reported no remaining Sibanye-Stillwater position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 795 Sibanye-Stillwater shares in Q1 2024, an estimated $4.32K.
Bourgeon Capital Management first reported a position in Sibanye-Stillwater in Q3 2019 and held it in 18 quarters.
Bourgeon Capital Management's Sibanye-Stillwater position peaked at $14K in Q1 2021.
196 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q1 2024.

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