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Bourgeon Capital Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Bourgeon Capital Management’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-640
Closed -$28.5K – 389
2023
Q4 		$28.5K Buy
640
+585
+1,064% +$23.6K 0.01% 183
2023
Q3 		$2.29K Buy
+55
New +$2.42K ﹤0.01% 284

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bourgeon Capital Management's WSC Position: Q1 2024 in Review

Bourgeon Capital Management sold out of WillScot Mobile Mini Holdings (WSC) in Q1 2024, closing a stake of 640 shares — an estimated $28.5K sold.

Bourgeon Capital Management first reported a position in WSC in Q3 2023 and held it in 2 quarters. The position peaked at $28.5K in Q4 2023. 444 funds tracked by Wall St. Rank hold WSC as of Q1 2024.

  • Bourgeon Capital Management reported no remaining WillScot Mobile Mini Holdings position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 640 WillScot Mobile Mini Holdings shares in Q1 2024, an estimated $28.5K.
  • Bourgeon Capital Management first reported a position in WillScot Mobile Mini Holdings in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's WillScot Mobile Mini Holdings position peaked at $28.5K in Q4 2023.
  • 444 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.