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Beese Fulmer Investment Management’s Home BancShares HOMB Stock Holding History

Beese Fulmer Investment Management’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,318
Closed -$20K – 343
2020
Q2 		$20K Buy
+1,318
New +$18.5K ﹤0.01% 411

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Home BancShares (HOMB) in Q3 2020, closing a stake of 1,318 shares — an estimated $20K sold.

Beese Fulmer Investment Management first reported a position in HOMB in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 245 funds tracked by Wall St. Rank hold HOMB as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Home BancShares position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,318 Home BancShares shares in Q3 2020, an estimated $20K.
  • Beese Fulmer Investment Management first reported a position in Home BancShares in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Home BancShares position peaked at $20K in Q2 2020.
  • 245 funds tracked by Wall St. Rank held Home BancShares as of Q3 2020.

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