BFIM
B

Beese Fulmer Investment Management’s Barnes Group Inc. B Stock Holding History

Beese Fulmer Investment Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-534
Closed -$21K – 564
2020
Q2 		$21K Buy
+534
New +$20.5K ﹤0.01% 406

Other funds holding B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beese Fulmer Investment Management's B Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Barnes Group Inc. (B) in Q3 2020, closing a stake of 534 shares — an estimated $21K sold.

Beese Fulmer Investment Management first reported a position in B in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 182 funds tracked by Wall St. Rank hold B as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Barnes Group Inc. position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 534 Barnes Group Inc. shares in Q3 2020, an estimated $21K.
  • Beese Fulmer Investment Management first reported a position in Barnes Group Inc. in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Barnes Group Inc. position peaked at $21K in Q2 2020.
  • 182 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.