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Beese Fulmer Investment Management’s Banner Corp BANR Stock Holding History

Beese Fulmer Investment Management’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,410
Closed -$130K – 226
2020
Q2 		$130K Buy
+3,410
New +$121K 0.02% 220
2019
Q1 		– Sell
-4,410
Closed -$236K – 180
2018
Q4 		$236K Hold
4,410
– – 0.05% 145
2018
Q3 		$274K Hold
4,410
– – 0.05% 146
2018
Q2 		$265K Hold
4,410
– – 0.06% 145
2018
Q1 		$245K Hold
4,410
– – 0.05% 151
2017
Q4 		$243K Buy
4,410
+900
+26% +$52.2K 0.05% 158
2017
Q3 		$215K Buy
+3,510
New +$199K 0.05% 170
2017
Q1 		– Sell
-3,588
Closed -$200K – 176
2016
Q4 		$200K Buy
+3,588
New +$176K 0.05% 169

Other funds holding BANR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Banner Corp (BANR) in Q3 2020, closing a stake of 3,410 shares — an estimated $130K sold.

Beese Fulmer Investment Management first reported a position in BANR in Q4 2016 and held it in 8 quarters. The position peaked at $274K in Q3 2018. 169 funds tracked by Wall St. Rank hold BANR as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Banner Corp position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,410 Banner Corp shares in Q3 2020, an estimated $130K.
  • Beese Fulmer Investment Management first reported a position in Banner Corp in Q4 2016 and held it in 8 quarters.
  • Beese Fulmer Investment Management's Banner Corp position peaked at $274K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Banner Corp as of Q3 2020.

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