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Schubert & Co’s Fulton Financial FULT Stock Holding History

Schubert & Co’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-73
Closed -$1.01K – 602
2023
Q1 		$1.01K Sell
73
-30
-29% -$485 ﹤0.01% 1191
2022
Q4 		$1.73K Buy
103
+16
+18% +$280 ﹤0.01% 943
2022
Q3 		$1K Buy
87
+27
+45% +$435 ﹤0.01% 1098
2022
Q2 		$1K Buy
60
+35
+140% +$541 ﹤0.01% 1096
2022
Q1 		$0 Buy
25
+3
+14% +$54 ﹤0.01% 1163
2021
Q4 		$0 Buy
+22
New +$362 ﹤0.01% 1101

Other funds holding FULT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Schubert & Co's FULT Position: Q2 2023 in Review

Schubert & Co sold out of Fulton Financial (FULT) in Q2 2023, closing a stake of 73 shares — an estimated $1.01K sold.

Schubert & Co first reported a position in FULT in Q4 2021 and held it in 6 quarters. The position peaked at $1.73K in Q4 2022. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2023.

  • Schubert & Co reported no remaining Fulton Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 73 Fulton Financial shares in Q2 2023, an estimated $1.01K.
  • Schubert & Co first reported a position in Fulton Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Fulton Financial position peaked at $1.73K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.