Beese Fulmer Investment Management’s Liberty Global Class A LBTYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,640	Closed	-$167K	–	386
2020 Q2	$167K	Buy	+7,640	New	+$158K	0.02%	200
2018 Q4	–	Sell	-7,265	Closed	-$210K	–	182
2018 Q3	$210K	Sell	7,265 -990	-12%	-$27.6K	0.04%	180
2018 Q2	$227K	Sell	8,255 -1,859	-18%	-$56.1K	0.05%	167
2018 Q1	$317K	Hold	10,114	–	–	0.07%	129
2017 Q4	$362K	Sell	10,114 -63	-0.6%	-$2K	0.08%	124
2017 Q3	$345K	Hold	10,177	–	–	0.08%	125
2017 Q2	$327K	Hold	10,177	–	–	0.08%	120
2017 Q1	$365K	Hold	10,177	–	–	0.09%	119
2016 Q4	$311K	Hold	10,177	–	–	0.08%	125
2016 Q3	$348K	Hold	10,177	–	–	0.09%	119
2016 Q2	$296K	Sell	10,177 -1,486	-13%	-$48.2K	0.08%	122
2016 Q1	$397K	Hold	11,663	–	–	0.12%	111
2015 Q4	$431K	Hold	11,663	–	–	0.13%	105
2015 Q3	$437K	Sell	11,663 -676	-5%	-$29.4K	0.14%	102
2015 Q2	$550K	Hold	12,339	–	–	0.18%	95
2015 Q1	$524K	Hold	12,339	–	–	0.18%	90
2014 Q4	$511K	Hold	12,339	–	–	0.16%	97
2014 Q3	$433K	Hold	12,339	–	–	0.14%	110
2014 Q2	$450K	Hold	12,339	–	–	0.15%	109
2014 Q1	$423K	Sell	12,339 -12,703	-51%	-$447K	0.15%	107
2013 Q4	$919K	Hold	25,042	–	–	0.33%	80
2013 Q3	$819K	Hold	25,042	–	–	0.32%	76
2013 Q2	$759K	Buy	+25,042	New	+$765K	0.33%	73

Other funds holding LBTYA

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Liberty Global Class A (LBTYA) in Q3 2020, closing a stake of 7,640 shares — an estimated $167K sold.

Beese Fulmer Investment Management first reported a position in LBTYA in Q2 2013 and held it in 23 quarters. The position peaked at $919K in Q4 2013. 248 funds tracked by Wall St. Rank hold LBTYA as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Liberty Global Class A position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 7,640 Liberty Global Class A shares in Q3 2020, an estimated $167K.
Beese Fulmer Investment Management first reported a position in Liberty Global Class A in Q2 2013 and held it in 23 quarters.
Beese Fulmer Investment Management's Liberty Global Class A position peaked at $919K in Q4 2013.
248 funds tracked by Wall St. Rank held Liberty Global Class A as of Q3 2020.

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