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Sowell Financial Services’s H.B. Fuller FUL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,069
Closed -$212K – 1333
2021
Q1 		$212K Sell
3,069
-626
-17% -$35.6K 0.01% 1023
2020
Q4 		$192K Buy
3,695
+1,929
+109% +$97.7K 0.01% 865
2020
Q3 		$81K Hold
1,766
– – ﹤0.01% 1053
2020
Q2 		$79K Hold
1,766
– – ﹤0.01% 1035
2020
Q1 		$49K Sell
1,766
-1,040
-37% -$43.7K ﹤0.01% 1070
2019
Q4 		$145K Buy
2,806
+25
+0.9% +$1.24K 0.01% 803
2019
Q3 		$129K Buy
+2,781
New +$127K 0.01% 763

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's FUL Position: Q2 2021 in Review

Sowell Financial Services sold out of H.B. Fuller (FUL) in Q2 2021, closing a stake of 3,069 shares — an estimated $212K sold.

Sowell Financial Services first reported a position in FUL in Q3 2019 and held it in 7 quarters. The position peaked at $212K in Q1 2021. 250 funds tracked by Wall St. Rank hold FUL as of Q2 2021.

  • Sowell Financial Services reported no remaining H.B. Fuller position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,069 H.B. Fuller shares in Q2 2021, an estimated $212K.
  • Sowell Financial Services first reported a position in H.B. Fuller in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's H.B. Fuller position peaked at $212K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.