Beese Fulmer Investment Management’s News Corp Class A NWSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,232	Closed	-$62K	–	426
2020 Q2	$62K	Buy	+5,232	New	+$55.9K	0.01%	300
2015 Q3	–	Sell	-13,130	Closed	-$192K	–	147
2015 Q2	$192K	Sell	13,130 -550	-4%	-$8.45K	0.06%	138
2015 Q1	$219K	Sell	13,680 -1,037	-7%	-$16.8K	0.07%	120
2014 Q4	$231K	Sell	14,717 -7,380	-33%	-$113K	0.07%	135
2014 Q3	$361K	Sell	22,097 -2,847	-11%	-$50.1K	0.12%	115
2014 Q2	$447K	Sell	24,944 -2,156	-8%	-$37.2K	0.15%	110
2014 Q1	$467K	Buy	27,100 +156	+0.6%	+$2.7K	0.16%	103
2013 Q4	$486K	Sell	26,944 -106	-0.4%	-$1.83K	0.17%	98
2013 Q3	$434K	Buy	+27,050	New	+$432K	0.17%	103

Other funds holding NWSA

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

Beese Fulmer Investment Management sold out of News Corp Class A (NWSA) in Q3 2020, closing a stake of 5,232 shares — an estimated $62K sold.

Beese Fulmer Investment Management first reported a position in NWSA in Q3 2013 and held it in 9 quarters. The position peaked at $486K in Q4 2013. 348 funds tracked by Wall St. Rank hold NWSA as of Q3 2020.

Beese Fulmer Investment Management reported no remaining News Corp Class A position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 5,232 News Corp Class A shares in Q3 2020, an estimated $62K.
Beese Fulmer Investment Management first reported a position in News Corp Class A in Q3 2013 and held it in 9 quarters.
Beese Fulmer Investment Management's News Corp Class A position peaked at $486K in Q4 2013.
348 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2020.

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