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Beese Fulmer Investment Management’s Provident Financial Services PFS Stock Holding History

Beese Fulmer Investment Management’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,138
Closed -$278K – 241
2021
Q2 		$278K Hold
12,138
– – 0.03% 188
2021
Q1 		$270K Hold
12,138
– – 0.03% 182
2020
Q4 		$218K Hold
12,138
– – 0.03% 194
2020
Q3 		$148K Buy
+12,138
New +$163K 0.02% 184

Other funds holding PFS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's PFS Position: Q3 2021 in Review

Beese Fulmer Investment Management sold out of Provident Financial Services (PFS) in Q3 2021, closing a stake of 12,138 shares — an estimated $278K sold.

Beese Fulmer Investment Management first reported a position in PFS in Q3 2020 and held it in 4 quarters. The position peaked at $278K in Q2 2021. 169 funds tracked by Wall St. Rank hold PFS as of Q3 2021.

  • Beese Fulmer Investment Management reported no remaining Provident Financial Services position as of Q3 2021 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 12,138 Provident Financial Services shares in Q3 2021, an estimated $278K.
  • Beese Fulmer Investment Management first reported a position in Provident Financial Services in Q3 2020 and held it in 4 quarters.
  • Beese Fulmer Investment Management's Provident Financial Services position peaked at $278K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2021, filed 8 Oct 2021.