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SevenBridge Financial Group’s Fulton Financial FULT Stock Holding History

SevenBridge Financial Group’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
Q3 		– Sell
-21,333
Closed -$254K – 187
2023
Q2 		$254K Buy
21,333
+44
+0.2% +$530 0.07% 156
2023
Q1 		$294K Hold
21,289
– – 0.08% 153
2022
Q4 		$358K Hold
21,289
– – 0.1% 141
2022
Q3 		$336K Buy
+21,289
New +$343K 0.11% 128
2022
Q1 		– Sell
-10,362
Closed -$176K – 161
2021
Q4 		$176K Sell
10,362
-278
-3% -$4.58K 0.05% 167
2021
Q3 		$163K Buy
10,640
+11
+0.1% +$170 0.05% 165
2021
Q2 		$168K Buy
10,629
+11
+0.1% +$187 0.05% 162
2021
Q1 		$181K Sell
10,618
-9,953
-48% -$154K 0.07% 155
2020
Q4 		$262K Buy
+20,571
New +$245K 0.1% 134
2019
Q3 		– Sell
-8,499
Closed -$139K – 300
2019
Q2 		$139K Sell
8,499
-690
-8% -$11.4K 0.05% 179
2019
Q1 		$142K Sell
9,189
-2,492
-21% -$40.7K 0.05% 162
2018
Q4 		$181K Sell
11,681
-213
-2% -$3.47K 0.11% 131
2018
Q3 		$198K Sell
11,894
-992
-8% -$17.4K 0.11% 127
2018
Q2 		$213K Sell
12,886
-9,228
-42% -$160K 0.12% 131
2018
Q1 		$393K Buy
22,114
+2,392
+12% +$44.1K 0.23% 91
2017
Q4 		$353K Buy
19,722
+8,308
+73% +$153K 0.2% 102
2017
Q3 		$214K Buy
11,414
+7
+0.1% +$126 0.12% 135
2017
Q2 		$218K Buy
11,407
+7
+0.1% +$127 0.13% 130
2017
Q1 		$198K Buy
11,400
+13
+0.1% +$241 0.13% 131
2016
Q4 		$161K Hold
11,387
– – 0.12% 146
2016
Q3 		$161K Hold
11,387
– – 0.12% 146
2016
Q2 		$154K Buy
+11,387
New +$156K 0.11% 159

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

SevenBridge Financial Group's FULT Position: Q3 2023 in Review

SevenBridge Financial Group sold out of Fulton Financial (FULT) in Q3 2023, closing a stake of 21,333 shares — an estimated $254K sold.

SevenBridge Financial Group first reported a position in FULT in Q2 2016 and held it in 22 quarters. The position peaked at $393K in Q1 2018. 249 funds tracked by Wall St. Rank hold FULT as of Q3 2023.

  • SevenBridge Financial Group reported no remaining Fulton Financial position as of Q3 2023 after selling out during the quarter.
  • SevenBridge Financial Group sold 21,333 Fulton Financial shares in Q3 2023, an estimated $254K.
  • SevenBridge Financial Group first reported a position in Fulton Financial in Q2 2016 and held it in 22 quarters.
  • SevenBridge Financial Group's Fulton Financial position peaked at $393K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2023.

Based on SevenBridge Financial Group's 13F filing for Q3 2023, filed 25 Oct 2023.