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Disciplined Investments’s Fulton Financial FULT Stock Holding History

Disciplined Investments’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
-30
Closed -$358 – 645
2023
Q2 		$358 Hold
30
– – ﹤0.01% 1346
2023
Q1 		$415 Sell
30
-4
-12% -$65 ﹤0.01% 1291
2022
Q4 		$572 Sell
34
-3
-8% -$53 ﹤0.01% 1139
2022
Q3 		$1K Buy
37
+10
+37% +$161 ﹤0.01% 916
2022
Q2 		$0 Sell
27
-7
-21% -$108 ﹤0.01% 1386
2022
Q1 		$1K Buy
+34
New +$608 ﹤0.01% 988

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Disciplined Investments's FULT Position: Q3 2023 in Review

Disciplined Investments sold out of Fulton Financial (FULT) in Q3 2023, closing a stake of 30 shares — an estimated $358 sold.

Disciplined Investments first reported a position in FULT in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 249 funds tracked by Wall St. Rank hold FULT as of Q3 2023.

  • Disciplined Investments reported no remaining Fulton Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 30 Fulton Financial shares in Q3 2023, an estimated $358.
  • Disciplined Investments first reported a position in Fulton Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Fulton Financial position peaked at $1K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.