Carret Asset Management’s Fulton Financial FULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,651
| Closed | -$533K | – | 275 |
|
|
2022
Q4 | $533K | Hold |
31,651
| – | – | 0.07% | 174 |
|
|
2022
Q3 | $500K | Hold |
31,651
| – | – | 0.07% | 182 |
|
|
2022
Q2 | $457K | Hold |
31,651
| – | – | 0.06% | 194 |
|
|
2022
Q1 | $526K | Hold |
31,651
| – | – | 0.06% | 195 |
|
|
2021
Q4 | $538K | Hold |
31,651
| – | – | 0.06% | 194 |
|
|
2021
Q3 | $484K | Hold |
31,651
| – | – | 0.06% | 199 |
|
|
2021
Q2 | $499K | Hold |
31,651
| – | – | 0.06% | 197 |
|
|
2021
Q1 | $539K | Hold |
31,651
| – | – | 0.07% | 178 |
|
|
2020
Q4 | $403K | Hold |
31,651
| – | – | 0.05% | 196 |
|
|
2020
Q3 | $295K | Hold |
31,651
| – | – | 0.04% | 200 |
|
|
2020
Q2 | $333K | Hold |
31,651
| – | – | 0.05% | 184 |
|
|
2020
Q1 | $364K | Hold |
31,651
| – | – | 0.07% | 167 |
|
|
2019
Q4 | $552K | Hold |
31,651
| – | – | 0.08% | 168 |
|
|
2019
Q3 | $512K | Hold |
31,651
| – | – | 0.08% | 167 |
|
|
2019
Q2 | $518K | Hold |
31,651
| – | – | 0.08% | 171 |
|
|
2019
Q1 | $490K | Hold |
31,651
| – | – | 0.08% | 172 |
|
|
2018
Q4 | $490K | Hold |
31,651
| – | – | 0.09% | 159 |
|
|
2018
Q3 | $527K | Hold |
31,651
| – | – | 0.08% | 173 |
|
|
2018
Q2 | $522K | Hold |
31,651
| – | – | 0.09% | 169 |
|
|
2018
Q1 | $562K | Hold |
31,651
| – | – | 0.09% | 163 |
|
|
2017
Q4 | $567K | Hold |
31,651
| – | – | 0.09% | 164 |
|
|
2017
Q3 | $593K | Hold |
31,651
| – | – | 0.1% | 157 |
|
|
2017
Q2 | $601K | Hold |
31,651
| – | – | 0.1% | 158 |
|
|
2017
Q1 | $565K | Hold |
31,651
| – | – | 0.1% | 156 |
|
|
2016
Q4 | $595K | Hold |
31,651
| – | – | 0.11% | 147 |
|
|
2016
Q3 | $460K | Hold |
31,651
| – | – | 0.09% | 159 |
|
|
2016
Q2 | $427K | Hold |
31,651
| – | – | 0.08% | 164 |
|
|
2016
Q1 | $423K | Hold |
31,651
| – | – | 0.09% | 159 |
|
|
2015
Q4 | $412K | Hold |
31,651
| – | – | 0.09% | 166 |
|
|
2015
Q3 | $383K | Hold |
31,651
| – | – | 0.08% | 169 |
|
|
2015
Q2 | $413K | Hold |
31,651
| – | – | 0.08% | 175 |
|
|
2015
Q1 | $391K | Hold |
31,651
| – | – | 0.08% | 178 |
|
|
2014
Q4 | $391K | Hold |
31,651
| – | – | 0.07% | 182 |
|
|
2014
Q3 | $351K | Hold |
31,651
| – | – | 0.07% | 197 |
|
|
2014
Q2 | $392K | Hold |
31,651
| – | – | 0.08% | 189 |
|
|
2014
Q1 | $398K | Hold |
31,651
| – | – | 0.08% | 182 |
|
|
2013
Q4 | $414K | Hold |
31,651
| – | – | 0.08% | 175 |
|
|
2013
Q3 | $370K | Hold |
31,651
| – | – | 0.08% | 181 |
|
|
2013
Q2 | $363K | Buy |
+31,651
| New | +$358K | 0.08% | 214 |
|
Other funds holding FULT
FB
Carret Asset Management's FULT Position: Q1 2023 in Review
Carret Asset Management sold out of Fulton Financial (FULT) in Q1 2023, closing a stake of 31,651 shares — an estimated $533K sold.
Carret Asset Management first reported a position in FULT in Q2 2013 and held it in 39 quarters. The position peaked at $601K in Q2 2017. 256 funds tracked by Wall St. Rank hold FULT as of Q1 2023.
- Carret Asset Management reported no remaining Fulton Financial position as of Q1 2023 after selling out during the quarter.
- Carret Asset Management sold 31,651 Fulton Financial shares in Q1 2023, an estimated $533K.
- Carret Asset Management first reported a position in Fulton Financial in Q2 2013 and held it in 39 quarters.
- Carret Asset Management's Fulton Financial position peaked at $601K in Q2 2017.
- 256 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2023.
Based on Carret Asset Management's 13F filing for Q1 2023, filed 11 May 2023.