BFIM
CERN

Beese Fulmer Investment Management’s Cerner Corp CERN Stock Holding History

Beese Fulmer Investment Management’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-50
Closed -$3K – 581
2020
Q2 		$3K Buy
+50
New +$3.44K ﹤0.01% 566
2019
Q1 		– Sell
-26,377
Closed -$1.38M – 189
2018
Q4 		$1.38M Sell
26,377
-1,299
-5% -$75.3K 0.31% 77
2018
Q3 		$1.78M Buy
27,676
+233
+0.8% +$14.8K 0.35% 77
2018
Q2 		$1.64M Buy
27,443
+752
+3% +$44.5K 0.34% 77
2018
Q1 		$1.55M Buy
26,691
+1,856
+7% +$121K 0.34% 77
2017
Q4 		$1.67M Buy
24,835
+876
+4% +$60.5K 0.36% 77
2017
Q3 		$1.71M Buy
23,959
+208
+0.9% +$13.8K 0.39% 74
2017
Q2 		$1.58M Buy
23,751
+407
+2% +$26K 0.38% 74
2017
Q1 		$1.37M Buy
23,344
+1,348
+6% +$72.9K 0.33% 76
2016
Q4 		$1.04M Buy
21,996
+4,139
+23% +$220K 0.27% 82
2016
Q3 		$1.1M Buy
17,857
+2,013
+13% +$127K 0.3% 76
2016
Q2 		$929K Buy
15,844
+696
+5% +$38.8K 0.26% 85
2016
Q1 		$855K Buy
15,148
+3,676
+32% +$200K 0.25% 89
2015
Q4 		$690K Buy
11,472
+1,837
+19% +$113K 0.21% 92
2015
Q3 		$578K Buy
9,635
+3,867
+67% +$253K 0.19% 97
2015
Q2 		$398K Buy
5,768
+1,395
+32% +$97.6K 0.13% 104
2015
Q1 		$320K Buy
4,373
+464
+12% +$32.1K 0.11% 108
2014
Q4 		$253K Buy
3,909
+310
+9% +$19.3K 0.08% 129
2014
Q3 		$214K Buy
+3,599
New +$202K 0.07% 143

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Cerner Corp (CERN) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Beese Fulmer Investment Management first reported a position in CERN in Q3 2014 and held it in 19 quarters. The position peaked at $1.78M in Q3 2018. 754 funds tracked by Wall St. Rank hold CERN as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Cerner Corp position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 50 Cerner Corp shares in Q3 2020, an estimated $3K.
  • Beese Fulmer Investment Management first reported a position in Cerner Corp in Q3 2014 and held it in 19 quarters.
  • Beese Fulmer Investment Management's Cerner Corp position peaked at $1.78M in Q3 2018.
  • 754 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2020.

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