Beese Fulmer Investment Management’s Meridian Bancorp, Inc. EBSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,150	Closed	-$208K	–	247
2021 Q2	$208K	Sell	10,150 -1,700	-14%	-$35.3K	0.02%	216
2021 Q1	$218K	Hold	11,850	–	–	0.03%	206
2020 Q4	$177K	Buy	11,850 +1,700	+17%	+$22.6K	0.02%	201
2020 Q3	$105K	Hold	10,150	–	–	0.01%	190
2020 Q2	$118K	Hold	10,150	–	–	0.02%	231
2020 Q1	$114K	Hold	10,150	–	–	0.02%	176
2019 Q4	$204K	Hold	10,150	–	–	0.03%	193
2019 Q3	$190K	Buy	+10,150	New	+$185K	0.03%	201

Other funds holding EBSB

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

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

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

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

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

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Meridian Bancorp, Inc. (EBSB) in Q3 2021, closing a stake of 10,150 shares — an estimated $208K sold.

Beese Fulmer Investment Management first reported a position in EBSB in Q3 2019 and held it in 8 quarters. The position peaked at $218K in Q1 2021. 139 funds tracked by Wall St. Rank hold EBSB as of Q3 2021.

Beese Fulmer Investment Management reported no remaining Meridian Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
Beese Fulmer Investment Management sold 10,150 Meridian Bancorp, Inc. shares in Q3 2021, an estimated $208K.
Beese Fulmer Investment Management first reported a position in Meridian Bancorp, Inc. in Q3 2019 and held it in 8 quarters.
Beese Fulmer Investment Management's Meridian Bancorp, Inc. position peaked at $218K in Q1 2021.
139 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q3 2021.

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