Beese Fulmer Investment Management’s Blue Foundry Bancorp BLFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,510	Closed	-$96.3K	–	226
2023 Q3	$96.3K	Sell	11,510 -8,000	-41%	-$76K	0.01%	216
2023 Q2	$197K	Buy	19,510 +4,500	+30%	+$43.4K	0.02%	212
2023 Q1	$143K	Hold	15,010	–	–	0.02%	215
2022 Q4	$193K	Hold	15,010	–	–	0.02%	215
2022 Q3	$167K	Hold	15,010	–	–	0.02%	203
2022 Q2	$180K	Hold	15,010	–	–	0.02%	220
2022 Q1	$203K	Hold	15,010	–	–	0.02%	225
2021 Q4	$220K	Buy	+15,010	New	+$216K	0.02%	221

Other funds holding BLFY

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Beese Fulmer Investment Management's BLFY Position: Q4 2023 in Review

Beese Fulmer Investment Management sold out of Blue Foundry Bancorp (BLFY) in Q4 2023, closing a stake of 11,510 shares — an estimated $96.3K sold.

Beese Fulmer Investment Management first reported a position in BLFY in Q4 2021 and held it in 8 quarters. The position peaked at $220K in Q4 2021. 70 funds tracked by Wall St. Rank hold BLFY as of Q4 2023.

Beese Fulmer Investment Management reported no remaining Blue Foundry Bancorp position as of Q4 2023 after selling out during the quarter.
Beese Fulmer Investment Management sold 11,510 Blue Foundry Bancorp shares in Q4 2023, an estimated $96.3K.
Beese Fulmer Investment Management first reported a position in Blue Foundry Bancorp in Q4 2021 and held it in 8 quarters.
Beese Fulmer Investment Management's Blue Foundry Bancorp position peaked at $220K in Q4 2021.
70 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q4 2023.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2023, filed 9 Jan 2024.