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Fulcrum Equity Management’s BGSF Inc BGSF Stock Holding History

Fulcrum Equity Management’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-14,125
Closed -$309K – 54
2019
Q4 		$309K Sell
14,125
-992
-7% -$20.2K 0.16% 82
2019
Q3 		$289K Buy
15,117
+535
+4% +$9.95K 0.15% 75
2019
Q2 		$272K Buy
14,582
+4,658
+47% +$94.4K 0.13% 76
2019
Q1 		$217K Buy
+9,924
New +$239K 0.07% 96

Other funds holding BGSF

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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

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

Fulcrum Equity Management sold out of BGSF Inc (BGSF) in Q1 2020, closing a stake of 14,125 shares — an estimated $309K sold.

Fulcrum Equity Management first reported a position in BGSF in Q1 2019 and held it in 4 quarters. The position peaked at $309K in Q4 2019. 75 funds tracked by Wall St. Rank hold BGSF as of Q1 2020.

  • Fulcrum Equity Management reported no remaining BGSF Inc position as of Q1 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 14,125 BGSF Inc shares in Q1 2020, an estimated $309K.
  • Fulcrum Equity Management first reported a position in BGSF Inc in Q1 2019 and held it in 4 quarters.
  • Fulcrum Equity Management's BGSF Inc position peaked at $309K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held BGSF Inc as of Q1 2020.

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