Fidelity Investments
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Fidelity Investments’s Pathfinder Bancorp PBHC Stock Holding History

Fidelity Investments’s Portfolio PBHC Stock Details PBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-120
Closed -$2K – 4136
2019
Q3 		$2K Hold
120
– – ﹤0.01% 3563
2019
Q2 		$2K Hold
120
– – ﹤0.01% 3535
2019
Q1 		$2K Sell
120
-341
-74% -$4.82K ﹤0.01% 3429
2018
Q4 		$7K Hold
461
– – ﹤0.01% 3119
2018
Q3 		$7K Buy
+461
New +$7.06K ﹤0.01% 3179

Other funds holding PBHC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments's PBHC Position: Q4 2019 in Review

Fidelity Investments sold out of Pathfinder Bancorp (PBHC) in Q4 2019, closing a stake of 120 shares — an estimated $2K sold.

Fidelity Investments first reported a position in PBHC in Q3 2018 and held it in 5 quarters. The position peaked at $7K in Q4 2018. 19 funds tracked by Wall St. Rank hold PBHC as of Q4 2019.

  • Fidelity Investments reported no remaining Pathfinder Bancorp position as of Q4 2019 after selling out during the quarter.
  • Fidelity Investments sold 120 Pathfinder Bancorp shares in Q4 2019, an estimated $2K.
  • Fidelity Investments first reported a position in Pathfinder Bancorp in Q3 2018 and held it in 5 quarters.
  • Fidelity Investments's Pathfinder Bancorp position peaked at $7K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q4 2019.

Based on Fidelity Investments's 13F filing for Q4 2019, filed 7 Feb 2020.