BCM
VMW

Bourgeon Capital Management’s VMware, Inc VMW Stock Holding History

Bourgeon Capital Management’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7
Closed -$1K – 333
2020
Q3 		$1K Buy
+7
New +$994 ﹤0.01% 296
2015
Q3 		– Sell
-5,000
Closed -$429K – 111
2015
Q2 		$429K Hold
5,000
– – 0.26% 76
2015
Q1 		$410K Buy
+5,000
New +$409K 0.25% 73

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Vanguard Group
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ClearBridge Investments
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UBS AM
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
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Bourgeon Capital Management's VMW Position: Q4 2020 in Review

Bourgeon Capital Management sold out of VMware, Inc (VMW) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in VMW in Q1 2015 and held it in 3 quarters. The position peaked at $429K in Q2 2015. 619 funds tracked by Wall St. Rank hold VMW as of Q4 2020.

  • Bourgeon Capital Management reported no remaining VMware, Inc position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 7 VMware, Inc shares in Q4 2020, an estimated $1K.
  • Bourgeon Capital Management first reported a position in VMware, Inc in Q1 2015 and held it in 3 quarters.
  • Bourgeon Capital Management's VMware, Inc position peaked at $429K in Q2 2015.
  • 619 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2020.

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