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Bourgeon Capital Management’s Vulcan Materials VMC Stock Holding History

Bourgeon Capital Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$169K – 295
2021
Q1 		$169K Hold
1,000
– – 0.04% 120
2020
Q4 		$148K Hold
1,000
– – 0.04% 111
2020
Q3 		$136K Hold
1,000
– – 0.04% 100
2020
Q2 		$116K Buy
1,000
+250
+33% +$27.4K 0.04% 89
2020
Q1 		$81K Buy
+750
New +$95.8K 0.04% 88
2019
Q1 		– Sell
-2,500
Closed -$247K – 80
2018
Q4 		$247K Buy
+2,500
New +$254K 0.16% 54

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Geode Capital Management
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Bourgeon Capital Management's VMC Position: Q2 2021 in Review

Bourgeon Capital Management sold out of Vulcan Materials (VMC) in Q2 2021, closing a stake of 1,000 shares — an estimated $169K sold.

Bourgeon Capital Management first reported a position in VMC in Q4 2018 and held it in 6 quarters. The position peaked at $247K in Q4 2018. 704 funds tracked by Wall St. Rank hold VMC as of Q2 2021.

  • Bourgeon Capital Management reported no remaining Vulcan Materials position as of Q2 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,000 Vulcan Materials shares in Q2 2021, an estimated $169K.
  • Bourgeon Capital Management first reported a position in Vulcan Materials in Q4 2018 and held it in 6 quarters.
  • Bourgeon Capital Management's Vulcan Materials position peaked at $247K in Q4 2018.
  • 704 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2021.

Based on Bourgeon Capital Management's 13F filing for Q2 2021, filed 19 Jul 2021.