Fulcrum Capital LLC Closed Holding Positions

Fulcrum Capital LLC

  • $451 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ORCL
Oracle Corp

Technology
Q1 2020 Filed on May 01, 2020
4,010
$39.8 - $55.73 $160K - $223K
VFC
V F Corp

Consumer Cyclical
Q1 2020 Filed on May 01, 2020
63,739
$45.99 - $100.23 $2.93M - $6.39M
T
At&T Inc.

Communication Services
Q4 2019 Filed on Feb 03, 2020
5,833
$27.81 - $29.93 $162K - $175K
IBM
International Business Machines Corp

Technology
Q4 2019 Filed on Feb 03, 2020
1,380
$126.11 - $137.34 $174K - $190K
RJF
Raymond James Financial Inc

Financial Services
Q4 2019 Filed on Feb 03, 2020
4,500
$50.96 - $60.88 $229K - $274K
Alder Biopharmaceuticals Inc
Q4 2019 Filed on Feb 03, 2020
10,750
N/A
FLR
Fluor Corp

Industrials
Q3 2019 Filed on Oct 31, 2019
28,127
$16.35 - $33.33 $460K - $937K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2019 Filed on Oct 31, 2019
5,000
$48.76 - $49.06 $244K - $245K
Dowdupont Inc
Q2 2019 Filed on Jul 29, 2019
4,104
N/A
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2019 Filed on Jul 29, 2019
1,100
$188.35 - $207.66 $207K - $228K
DVY
Ishares Tr

ETFs
Q2 2019 Filed on Jul 29, 2019
5,492
N/A
VIS
Vanguard Industrial ETF

ETFs
Q1 2019 Filed on May 08, 2019
1,750
N/A
JCI
Johnson Controls International PLC

Industrials
Q4 2018 Filed on Feb 12, 2019
71,655
$28.51 - $36.51 $2.04M - $2.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Feb 12, 2019
11,400
$35.15 - $44.43 $401K - $507K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2018 Filed on Feb 12, 2019
55,473
$67.71 - $86.12 $3.76M - $4.78M
GS
Goldman Sachs Group Inc

Financial Services
Q4 2018 Filed on Feb 12, 2019
23,842
$156.35 - $231.65 $3.73M - $5.52M
Praxair Inc
Q4 2018 Filed on Feb 12, 2019
24,619
N/A
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Feb 12, 2019
3,600
$47.66 - $58.81 $172K - $212K
VT
Vanguard Total World Stk Index

ETFs
Q4 2018 Filed on Feb 12, 2019
13,132
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2018 Filed on Feb 12, 2019
4,500
$65.26 - $85.69 $294K - $386K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Feb 12, 2019
97,110
$21.1 - $31.98 $2.05M - $3.11M
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 06, 2018
3,100
N/A
AFL
Aflac Inc

Financial Services
Q2 2018 Filed on Aug 03, 2018
7,000
$42.97 - $45.89 $301K - $321K
Allergan PLC
Q2 2018 Filed on Aug 03, 2018
10,778
N/A
EMR
Emerson Electric CO

Industrials
Q2 2018 Filed on Aug 03, 2018
6,720
$66.19 - $74.08 $445K - $498K
General Electric CO
Q2 2018 Filed on Aug 03, 2018
13,750
N/A
Time Warner Inc
Q2 2018 Filed on Aug 03, 2018
28,086
N/A
Ishares Gold Trust
Q2 2018 Filed on Aug 03, 2018
32,833
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q2 2018 Filed on Aug 03, 2018
3,000
N/A
MMM
3 M CO

Industrials
Q2 2018 Filed on Aug 03, 2018
927
$194.39 - $220.09 $180K - $204K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2018 Filed on May 09, 2018
4,760
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2018 Filed on May 09, 2018
2,779
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2018 Filed on May 09, 2018
59,179
$26.36 - $35.76 $1.56M - $2.12M
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