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Beese Fulmer Investment Management’s Home Federal Bancorp HFBL Stock Holding History

Beese Fulmer Investment Management’s Portfolio HFBL Stock Details HFBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,700
Closed -$203K – 215
2022
Q2 		$203K Hold
9,700
– – 0.03% 215
2022
Q1 		$204K Buy
+9,700
New +$201K 0.02% 224
2020
Q3 		– Sell
-9,700
Closed -$121K – 341
2020
Q2 		$121K Buy
+9,700
New +$117K 0.02% 226

Other funds holding HFBL

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Beese Fulmer Investment Management's HFBL Position: Q3 2022 in Review

Beese Fulmer Investment Management sold out of Home Federal Bancorp (HFBL) in Q3 2022, closing a stake of 9,700 shares — an estimated $203K sold.

Beese Fulmer Investment Management first reported a position in HFBL in Q2 2020 and held it in 3 quarters. The position peaked at $204K in Q1 2022. 12 funds tracked by Wall St. Rank hold HFBL as of Q3 2022.

  • Beese Fulmer Investment Management reported no remaining Home Federal Bancorp position as of Q3 2022 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 9,700 Home Federal Bancorp shares in Q3 2022, an estimated $203K.
  • Beese Fulmer Investment Management first reported a position in Home Federal Bancorp in Q2 2020 and held it in 3 quarters.
  • Beese Fulmer Investment Management's Home Federal Bancorp position peaked at $204K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held Home Federal Bancorp as of Q3 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2022, filed 6 Oct 2022.