BCM
SGMO

Bourgeon Capital Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Bourgeon Capital Management’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,550
Closed -$11K – 431
2022
Q2 		$11K Hold
2,550
– – ﹤0.01% 218
2022
Q1 		$15K Buy
2,550
+1,300
+104% +$7.73K ﹤0.01% 213
2021
Q4 		$9K Buy
+1,250
New +$10.9K ﹤0.01% 222
2019
Q2 		– Sell
-10,050
Closed -$96K – 78
2019
Q1 		$96K Sell
10,050
-7,350
-42% -$75.1K 0.06% 69
2018
Q4 		$200K Buy
17,400
+5,750
+49% +$71.4K 0.13% 61
2018
Q3 		$197K Buy
+11,650
New +$177K 0.1% 71
2017
Q3 		– Sell
-11,500
Closed -$101K – 93
2017
Q2 		$101K Sell
11,500
-20,700
-64% -$133K 0.06% 77
2017
Q1 		$167K Sell
32,200
-17,000
-35% -$68.2K 0.1% 78
2016
Q4 		$150K Buy
49,200
+3,700
+8% +$13.5K 0.09% 84
2016
Q3 		$211K Sell
45,500
-3,500
-7% -$17.8K 0.14% 81
2016
Q2 		$284K Buy
49,000
+5,500
+13% +$35.1K 0.18% 70
2016
Q1 		$263K Buy
43,500
+26,000
+149% +$156K 0.18% 72
2015
Q4 		$160K Buy
+17,500
New +$135K 0.1% 87

Other funds holding SGMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Bourgeon Capital Management's SGMO Position: Q3 2022 in Review

Bourgeon Capital Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q3 2022, closing a stake of 2,550 shares — an estimated $11K sold.

Bourgeon Capital Management first reported a position in SGMO in Q4 2015 and held it in 13 quarters. The position peaked at $284K in Q2 2016. 197 funds tracked by Wall St. Rank hold SGMO as of Q3 2022.

  • Bourgeon Capital Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q3 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 2,550 SANGAMO THERAPEUTICS INC shares in Q3 2022, an estimated $11K.
  • Bourgeon Capital Management first reported a position in SANGAMO THERAPEUTICS INC in Q4 2015 and held it in 13 quarters.
  • Bourgeon Capital Management's SANGAMO THERAPEUTICS INC position peaked at $284K in Q2 2016.
  • 197 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2022.

Based on Bourgeon Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.