BFIM
LSBK icon

Beese Fulmer Investment Management’s Lake Shore Bancorp LSBK Stock Holding History

Beese Fulmer Investment Management’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,781
Closed -$72K – 396
2020
Q2 		$72K Buy
+5,781
New +$70.6K 0.01% 282

Other funds holding LSBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Lake Shore Bancorp (LSBK) in Q3 2020, closing a stake of 5,781 shares — an estimated $72K sold.

Beese Fulmer Investment Management first reported a position in LSBK in Q2 2020 and held it in 1 quarter. The position peaked at $72K in Q2 2020. 13 funds tracked by Wall St. Rank hold LSBK as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Lake Shore Bancorp position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,781 Lake Shore Bancorp shares in Q3 2020, an estimated $72K.
  • Beese Fulmer Investment Management first reported a position in Lake Shore Bancorp in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Lake Shore Bancorp position peaked at $72K in Q2 2020.
  • 13 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q3 2020.

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