Fulcrum Equity Management’s First American FAF Stock Holding History

Fulcrum Equity Management’s Portfolio FAF Stock Details FAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4,038	Closed	-$206K	–	156
2020 Q3	$206K	Sell	4,038 -3,249	-45%	-$168K	0.1%	142
2020 Q2	$350K	Buy	7,287 +1,374	+23%	+$64.9K	0.17%	109
2020 Q1	$251K	Sell	5,913 -1,434	-20%	-$81.9K	0.18%	39
2019 Q4	$428K	Sell	7,347 -202	-3%	-$12.3K	0.22%	71
2019 Q3	$445K	Buy	7,549 +222	+3%	+$12.7K	0.23%	53
2019 Q2	$419K	Buy	7,327 +1,501	+26%	+$81.7K	0.2%	54
2019 Q1	$300K	Buy	5,826 +45	+0.8%	+$2.23K	0.1%	73
2018 Q4	$258K	Buy	+5,781	New	+$268K	0.09%	62

Other funds holding FAF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Fulcrum Equity Management's FAF Position: Q4 2020 in Review

Fulcrum Equity Management sold out of First American (FAF) in Q4 2020, closing a stake of 4,038 shares — an estimated $206K sold.

Fulcrum Equity Management first reported a position in FAF in Q4 2018 and held it in 8 quarters. The position peaked at $445K in Q3 2019. 421 funds tracked by Wall St. Rank hold FAF as of Q4 2020.

Fulcrum Equity Management reported no remaining First American position as of Q4 2020 after selling out during the quarter.
Fulcrum Equity Management sold 4,038 First American shares in Q4 2020, an estimated $206K.
Fulcrum Equity Management first reported a position in First American in Q4 2018 and held it in 8 quarters.
Fulcrum Equity Management's First American position peaked at $445K in Q3 2019.
421 funds tracked by Wall St. Rank held First American as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.