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BHZ Capital Management’s Fulton Financial FULT Stock Holding History

BHZ Capital Management’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,673
Closed -$406K – 125
2022
Q3 		$406K Buy
+25,673
New +$414K 0.17% 91
2022
Q2 		– Sell
-15,100
Closed -$251K – 126
2022
Q1 		$251K Sell
15,100
-900
-6% -$16.1K 0.08% 126
2021
Q4 		$272K Hold
16,000
– – 0.09% 119
2021
Q3 		$244K Hold
16,000
– – 0.08% 127
2021
Q2 		$252K Hold
16,000
– – 0.09% 120
2021
Q1 		$272K Buy
+16,000
New +$248K 0.09% 120
2020
Q3 		– Sell
-10,200
Closed -$107K – 143
2020
Q2 		$107K Buy
+10,200
New +$111K 0.04% 137

Other funds holding FULT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

BHZ Capital Management's FULT Position: Q4 2022 in Review

BHZ Capital Management sold out of Fulton Financial (FULT) in Q4 2022, closing a stake of 25,673 shares — an estimated $406K sold.

BHZ Capital Management first reported a position in FULT in Q2 2020 and held it in 7 quarters. The position peaked at $406K in Q3 2022. 274 funds tracked by Wall St. Rank hold FULT as of Q4 2022.

  • BHZ Capital Management reported no remaining Fulton Financial position as of Q4 2022 after selling out during the quarter.
  • BHZ Capital Management sold 25,673 Fulton Financial shares in Q4 2022, an estimated $406K.
  • BHZ Capital Management first reported a position in Fulton Financial in Q2 2020 and held it in 7 quarters.
  • BHZ Capital Management's Fulton Financial position peaked at $406K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2022.

Based on BHZ Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.