Bollard Group’s Fulton Financial FULT Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-393	Closed	-$5K	–	498
2023 Q2	$5K	Buy	+393	New	+$4.74K	﹤0.01%	389

Other funds holding FULT

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Bollard Group's FULT Position: Q3 2023 in Review

Bollard Group sold out of Fulton Financial (FULT) in Q3 2023, closing a stake of 393 shares — an estimated $5K sold.

Bollard Group first reported a position in FULT in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 249 funds tracked by Wall St. Rank hold FULT as of Q3 2023.

Bollard Group reported no remaining Fulton Financial position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 393 Fulton Financial shares in Q3 2023, an estimated $5K.
Bollard Group first reported a position in Fulton Financial in Q2 2023 and held it in 1 quarter.
Bollard Group's Fulton Financial position peaked at $5K in Q2 2023.
249 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.