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Kathleen S. Wright Associates’s H.B. Fuller FUL Stock Holding History

Kathleen S. Wright Associates’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-658
Closed -$47K – 181
2022
Q4 		$47K Hold
658
– – 0.03% 115
2022
Q3 		$40K Buy
+658
New +$41.9K 0.03% 112

Other funds holding FUL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kathleen S. Wright Associates's FUL Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of H.B. Fuller (FUL) in Q1 2023, closing a stake of 658 shares — an estimated $47K sold.

Kathleen S. Wright Associates first reported a position in FUL in Q3 2022 and held it in 2 quarters. The position peaked at $47K in Q4 2022. 287 funds tracked by Wall St. Rank hold FUL as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining H.B. Fuller position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 658 H.B. Fuller shares in Q1 2023, an estimated $47K.
  • Kathleen S. Wright Associates first reported a position in H.B. Fuller in Q3 2022 and held it in 2 quarters.
  • Kathleen S. Wright Associates's H.B. Fuller position peaked at $47K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.