Beese Fulmer Investment Management’s Columbia Financial CLBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,468	Closed	-$215K	–	225
2024 Q1	$215K	Sell	12,468 -300	-2%	-$5.24K	0.02%	211
2023 Q4	$246K	Sell	12,768 -500	-4%	-$8.57K	0.03%	199
2023 Q3	$208K	Hold	13,268	–	–	0.02%	204
2023 Q2	$229K	Sell	13,268 -1,596	-11%	-$27.7K	0.02%	199
2023 Q1	$272K	Hold	14,864	–	–	0.03%	188
2022 Q4	$321K	Hold	14,864	–	–	0.04%	177
2022 Q3	$314K	Hold	14,864	–	–	0.04%	170
2022 Q2	$324K	Sell	14,864 -904	-6%	-$18.9K	0.04%	175
2022 Q1	$339K	Buy	15,768 +4,000	+34%	+$85.4K	0.04%	176
2021 Q4	$245K	Hold	11,768	–	–	0.03%	212
2021 Q3	$218K	Hold	11,768	–	–	0.02%	219
2021 Q2	$203K	Buy	+11,768	New	+$207K	0.02%	219
2020 Q3	–	Sell	-5,148	Closed	-$72K	–	260
2020 Q2	$72K	Buy	+5,148	New	+$71.9K	0.01%	280
2019 Q4	–	Sell	-20,757	Closed	-$328K	–	203
2019 Q3	$328K	Hold	20,757	–	–	0.05%	156
2019 Q2	$313K	Hold	20,757	–	–	0.06%	133
2019 Q1	$325K	Hold	20,757	–	–	0.06%	129
2018 Q4	$317K	Hold	20,757	–	–	0.07%	125
2018 Q3	$347K	Buy	+20,757	New	+$347K	0.07%	126

Other funds holding CLBK

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Beese Fulmer Investment Management's CLBK Position: Q2 2024 in Review

Beese Fulmer Investment Management sold out of Columbia Financial (CLBK) in Q2 2024, closing a stake of 12,468 shares — an estimated $215K sold.

Beese Fulmer Investment Management first reported a position in CLBK in Q3 2018 and held it in 18 quarters. The position peaked at $347K in Q3 2018. 100 funds tracked by Wall St. Rank hold CLBK as of Q2 2024.

Beese Fulmer Investment Management reported no remaining Columbia Financial position as of Q2 2024 after selling out during the quarter.
Beese Fulmer Investment Management sold 12,468 Columbia Financial shares in Q2 2024, an estimated $215K.
Beese Fulmer Investment Management first reported a position in Columbia Financial in Q3 2018 and held it in 18 quarters.
Beese Fulmer Investment Management's Columbia Financial position peaked at $347K in Q3 2018.
100 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2024.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2024, filed 3 Jul 2024.