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Beese Fulmer Investment Management’s Cheesecake Factory CAKE Stock Holding History

Beese Fulmer Investment Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$5K – 249
2020
Q2 		$5K Buy
+200
New +$4.21K ﹤0.01% 528

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Goldman Sachs
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ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Cheesecake Factory (CAKE) in Q3 2020, closing a stake of 200 shares — an estimated $5K sold.

Beese Fulmer Investment Management first reported a position in CAKE in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 227 funds tracked by Wall St. Rank hold CAKE as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Cheesecake Factory position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 200 Cheesecake Factory shares in Q3 2020, an estimated $5K.
  • Beese Fulmer Investment Management first reported a position in Cheesecake Factory in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Cheesecake Factory position peaked at $5K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2020.

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