FEM
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Fulcrum Equity Management’s Bright Horizons BFAM Stock Holding History

Fulcrum Equity Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,789
Closed -$870K – 52
2019
Q4 		$870K Buy
5,789
+159
+3% +$23.9K 0.45% 34
2019
Q3 		$859K Buy
+5,630
New +$881K 0.44% 24

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Equity Management's BFAM Position: Q1 2020 in Review

Fulcrum Equity Management sold out of Bright Horizons (BFAM) in Q1 2020, closing a stake of 5,789 shares — an estimated $870K sold.

Fulcrum Equity Management first reported a position in BFAM in Q3 2019 and held it in 2 quarters. The position peaked at $870K in Q4 2019. 326 funds tracked by Wall St. Rank hold BFAM as of Q1 2020.

  • Fulcrum Equity Management reported no remaining Bright Horizons position as of Q1 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,789 Bright Horizons shares in Q1 2020, an estimated $870K.
  • Fulcrum Equity Management first reported a position in Bright Horizons in Q3 2019 and held it in 2 quarters.
  • Fulcrum Equity Management's Bright Horizons position peaked at $870K in Q4 2019.
  • 326 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2020.

Based on Fulcrum Equity Management's 13F filing for Q1 2020, filed 1 Apr 2020.