Beese Fulmer Investment Management’s Provident Financial PROV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$1K	–	449
2020 Q2	$1K	Buy	+100	New	+$1.3K	﹤0.01%	589
2019 Q4	–	Sell	-14,727	Closed	-$306K	–	211
2019 Q3	$306K	Hold	14,727	–	–	0.05%	161
2019 Q2	$309K	Hold	14,727	–	–	0.06%	135
2019 Q1	$293K	Hold	14,727	–	–	0.06%	137
2018 Q4	$228K	Hold	14,727	–	–	0.05%	151
2018 Q3	$270K	Hold	14,727	–	–	0.05%	148
2018 Q2	$281K	Buy	+14,727	New	+$270K	0.06%	137

Other funds holding PROV

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

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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Provident Financial (PROV) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Beese Fulmer Investment Management first reported a position in PROV in Q2 2018 and held it in 7 quarters. The position peaked at $309K in Q2 2019. 44 funds tracked by Wall St. Rank hold PROV as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Provident Financial position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 100 Provident Financial shares in Q3 2020, an estimated $1K.
Beese Fulmer Investment Management first reported a position in Provident Financial in Q2 2018 and held it in 7 quarters.
Beese Fulmer Investment Management's Provident Financial position peaked at $309K in Q2 2019.
44 funds tracked by Wall St. Rank held Provident Financial as of Q3 2020.

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