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Beese Fulmer Investment Management’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Beese Fulmer Investment Management’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,650
Closed -$64K – 440
2020
Q2 		$64K Buy
+3,650
New +$64.9K 0.01% 296

Other funds holding PEBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Peoples Bancorp of North Carolina (PEBK) in Q3 2020, closing a stake of 3,650 shares — an estimated $64K sold.

Beese Fulmer Investment Management first reported a position in PEBK in Q2 2020 and held it in 1 quarter. The position peaked at $64K in Q2 2020. 45 funds tracked by Wall St. Rank hold PEBK as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Peoples Bancorp of North Carolina position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,650 Peoples Bancorp of North Carolina shares in Q3 2020, an estimated $64K.
  • Beese Fulmer Investment Management first reported a position in Peoples Bancorp of North Carolina in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Peoples Bancorp of North Carolina position peaked at $64K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q3 2020.

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