Fulcrum Equity Management’s Douglas Dynamics PLOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,702	Closed	-$376K	–	166
2020 Q2	$376K	Buy	10,702 +1,919	+22%	+$66.5K	0.18%	104
2020 Q1	$312K	Sell	8,783 -2,854	-25%	-$134K	0.22%	31
2019 Q4	$640K	Sell	11,637 -331	-3%	-$16.7K	0.33%	43
2019 Q3	$533K	Buy	11,968 +381	+3%	+$16K	0.27%	41
2019 Q2	$504K	Buy	11,587 +2,876	+33%	+$109K	0.24%	43
2019 Q1	$332K	Buy	8,711 +97	+1%	+$3.61K	0.11%	64
2018 Q4	$309K	Buy	+8,614	New	+$338K	0.11%	46

Other funds holding PLOW

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fulcrum Equity Management's PLOW Position: Q3 2020 in Review

Fulcrum Equity Management sold out of Douglas Dynamics (PLOW) in Q3 2020, closing a stake of 10,702 shares — an estimated $376K sold.

Fulcrum Equity Management first reported a position in PLOW in Q4 2018 and held it in 7 quarters. The position peaked at $640K in Q4 2019. 139 funds tracked by Wall St. Rank hold PLOW as of Q3 2020.

Fulcrum Equity Management reported no remaining Douglas Dynamics position as of Q3 2020 after selling out during the quarter.
Fulcrum Equity Management sold 10,702 Douglas Dynamics shares in Q3 2020, an estimated $376K.
Fulcrum Equity Management first reported a position in Douglas Dynamics in Q4 2018 and held it in 7 quarters.
Fulcrum Equity Management's Douglas Dynamics position peaked at $640K in Q4 2019.
139 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.