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Bourgeon Capital Management’s Utah Medical Products UTMD Stock Holding History

Bourgeon Capital Management’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 466
2022
Q3 		$0 Buy
+3
New +$265 ﹤0.01% 442

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $310M AUM 37.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bourgeon Capital Management's UTMD Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Utah Medical Products (UTMD) in Q4 2022, closing a stake of 3 shares.

Bourgeon Capital Management first reported a position in UTMD in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 82 funds tracked by Wall St. Rank hold UTMD as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Utah Medical Products position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 3 Utah Medical Products shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Utah Medical Products in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Utah Medical Products position peaked at $0 in Q3 2022.
  • 82 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.