BCM
SHI

Bourgeon Capital Management’s Sinopec Shanghai Petrochemical Co., Ltd. SHI Stock Holding History

Bourgeon Capital Management’s Portfolio SHI Stock Details SHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-660
Closed -$12K – 337
2020
Q3 		$12K Hold
660
– – ﹤0.01% 212
2020
Q2 		$16K Hold
660
– – 0.01% 177
2020
Q1 		$16K Buy
+660
New +$17.6K 0.01% 166

Other funds holding SHI

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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Bourgeon Capital Management's SHI Position: Q4 2020 in Review

Bourgeon Capital Management sold out of Sinopec Shanghai Petrochemical Co., Ltd. (SHI) in Q4 2020, closing a stake of 660 shares — an estimated $12K sold.

Bourgeon Capital Management first reported a position in SHI in Q1 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2020. 38 funds tracked by Wall St. Rank hold SHI as of Q4 2020.

  • Bourgeon Capital Management reported no remaining Sinopec Shanghai Petrochemical Co., Ltd. position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 660 Sinopec Shanghai Petrochemical Co., Ltd. shares in Q4 2020, an estimated $12K.
  • Bourgeon Capital Management first reported a position in Sinopec Shanghai Petrochemical Co., Ltd. in Q1 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Sinopec Shanghai Petrochemical Co., Ltd. position peaked at $16K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Sinopec Shanghai Petrochemical Co., Ltd. as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.