Beese Fulmer Investment Management’s Bright Horizons BFAM Stock Holding History

Beese Fulmer Investment Management’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,365	Closed	-$201K	–	239
2021 Q2	$201K	Hold	1,365	–	–	0.02%	221
2021 Q1	$234K	Sell	1,365 -19	-1%	-$3.13K	0.03%	201
2020 Q4	$239K	Buy	1,384 +19	+1%	+$3.11K	0.03%	185
2020 Q3	$208K	Hold	1,365	–	–	0.03%	179
2020 Q2	$160K	Buy	+1,365	New	+$156K	0.02%	204

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beese Fulmer Investment Management's BFAM Position: Q3 2021 in Review

Beese Fulmer Investment Management sold out of Bright Horizons (BFAM) in Q3 2021, closing a stake of 1,365 shares — an estimated $201K sold.

Beese Fulmer Investment Management first reported a position in BFAM in Q2 2020 and held it in 5 quarters. The position peaked at $239K in Q4 2020. 341 funds tracked by Wall St. Rank hold BFAM as of Q3 2021.

Beese Fulmer Investment Management reported no remaining Bright Horizons position as of Q3 2021 after selling out during the quarter.
Beese Fulmer Investment Management sold 1,365 Bright Horizons shares in Q3 2021, an estimated $201K.
Beese Fulmer Investment Management first reported a position in Bright Horizons in Q2 2020 and held it in 5 quarters.
Beese Fulmer Investment Management's Bright Horizons position peaked at $239K in Q4 2020.
341 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2021, filed 8 Oct 2021.