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Bourgeon Capital Management’s Sylvamo SLVM Stock Holding History

Bourgeon Capital Management’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11
Closed -$534 – 369
2022
Q4 		$534 Hold
11
– – ﹤0.01% 343
2022
Q3 		$0 Buy
+11
New +$418 ﹤0.01% 432

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CAC
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
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Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bourgeon Capital Management's SLVM Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Sylvamo (SLVM) in Q1 2023, closing a stake of 11 shares — an estimated $534 sold.

Bourgeon Capital Management first reported a position in SLVM in Q3 2022 and held it in 2 quarters. The position peaked at $534 in Q4 2022. 357 funds tracked by Wall St. Rank hold SLVM as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Sylvamo position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 11 Sylvamo shares in Q1 2023, an estimated $534.
  • Bourgeon Capital Management first reported a position in Sylvamo in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Sylvamo position peaked at $534 in Q4 2022.
  • 357 funds tracked by Wall St. Rank held Sylvamo as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.