Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $115 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PKI
Perkinelmer Inc

Healthcare
Q4 2019 Filed on Feb 12, 2020
53
$79.1 - $97.45 $4.19K - $5.16K
IRM
Iron Mountain Inc

Real Estate
Q4 2019 Filed on Feb 12, 2020
82
$31.39 - $34.37 $2.57K - $2.82K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2019 Filed on Feb 12, 2020
40
$39.9 - $44.4 $1.6K - $1.78K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2019 Filed on Feb 12, 2020
916
$29.24 - $29.77 $26.8K - $27.3K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
143
$123.74 - $138.15 $17.7K - $19.8K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
38
$108.01 - $119.83 $4.1K - $4.55K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
24
$112.8 - $123.77 $2.71K - $2.97K
LAMR
Lamar Advertising CO

Real Estate
Q4 2019 Filed on Feb 12, 2020
48
$80.01 - $89.26 $3.84K - $4.28K
AAL
American Airlines Group Inc.

Industrials
Q4 2019 Filed on Feb 12, 2020
3,797
$25.27 - $31.36 $96K - $119K
FDS
Factset Research Systems Inc

Financial Services
Q4 2019 Filed on Feb 12, 2020
16
$234.28 - $271.6 $3.75K - $4.35K
AIT
Applied Industrial Technologies Inc

Industrials
Q4 2019 Filed on Feb 12, 2020
55
$52.78 - $67.59 $2.9K - $3.72K
SKYY
First Trust Cloud Computing Et

ETFs
Q4 2019 Filed on Feb 12, 2020
250
$54.85 - $61.21 $13.7K - $15.3K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q4 2019 Filed on Feb 12, 2020
179
$15.1 - $16.32 $2.7K - $2.92K
WPC
W. P. Carey Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
160
$76.67 - $93.45 $12.3K - $15K
STOR
Store Capital Corp

Real Estate
Q4 2019 Filed on Feb 12, 2020
90
$36.75 - $40.8 $3.31K - $3.67K
HRB
H&R Block Inc

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
101
$23.02 - $25.18 $2.33K - $2.54K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2019 Filed on Feb 12, 2020
15
$33.84 - $38.03 $508 - $570
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2019 Filed on Feb 12, 2020
253
$6.76 - $8.86 $1.71K - $2.24K
NFLX
Netflix Inc

Communication Services
Q4 2019 Filed on Feb 12, 2020
100
$266.69 - $336.9 $26.7K - $33.7K
WFC
Wells Fargo & Company

Financial Services
Q4 2019 Filed on Feb 12, 2020
61
$47.82 - $54.46 $2.92K - $3.32K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q4 2019 Filed on Feb 12, 2020
287
$14.77 - $19.92 $4.24K - $5.72K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2019 Filed on Feb 12, 2020
694
$86.78 - $88.73 $60.2K - $61.6K
AGR
Avangrid, Inc.

Utilities
Q4 2019 Filed on Feb 12, 2020
76
$48.09 - $51.93 $3.65K - $3.95K
APH
Amphenol Corp

Technology
Q4 2019 Filed on Feb 12, 2020
46
$46.59 - $54.14 $2.14K - $2.49K
DCP
Dcp Midstream, LP

Energy
Q4 2019 Filed on Feb 12, 2020
400
$20.64 - $26.14 $8.26K - $10.5K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2019 Filed on Feb 12, 2020
5
$57.76 - $64.9 $289 - $325
COO
Cooper Companies, Inc.

Healthcare
Q4 2019 Filed on Feb 12, 2020
15
$281.18 - $322.05 $4.22K - $4.83K
NOVT
Novanta Inc

Technology
Q4 2019 Filed on Feb 12, 2020
54
$78.52 - $93.58 $4.24K - $5.05K
UBSI
United Bankshares Inc

Financial Services
Q4 2019 Filed on Feb 12, 2020
71
$36.48 - $40.59 $2.59K - $2.88K
EBF
Ennis, Inc.

Industrials
Q4 2019 Filed on Feb 12, 2020
116
$19.55 - $22.12 $2.27K - $2.57K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2019 Filed on Feb 12, 2020
24
$116.84 - $125.81 $2.8K - $3.02K
WELL
Welltower Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
25
$77.4 - $92.21 $1.94K - $2.31K
GERN
Geron Corp

Healthcare
Q4 2019 Filed on Feb 12, 2020
500
$1.27 - $1.54 $635 - $770
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2019 Filed on Feb 12, 2020
80
$60.05 - $60.17 $4.8K - $4.81K
CTXS
Citrix Systems Inc

Technology
Q4 2019 Filed on Feb 12, 2020
26
$95.18 - $114.04 $2.47K - $2.97K
VRSN
Verisign Inc

Technology
Q4 2019 Filed on Feb 12, 2020
28
$177.95 - $194.05 $4.98K - $5.43K
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 12, 2020
7,269
N/A
VZ
Verizon Communications Inc

Communication Services
Q4 2019 Filed on Feb 12, 2020
788
$58.91 - $62.07 $46.4K - $48.9K
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
1,411
$55.15 - $74.56 $77.8K - $105K
MTZ
Mastec Inc

Industrials
Q4 2019 Filed on Feb 12, 2020
63
$60.09 - $72.82 $3.79K - $4.59K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2019 Filed on Feb 12, 2020
178
$108.67 - $119.8 $19.3K - $21.3K
FDUS
Fidus Investment Corp

Financial Services
Q4 2019 Filed on Feb 12, 2020
1,585
$14.17 - $16.06 $22.5K - $25.5K
FBP
First Bancorp

Financial Services
Q4 2019 Filed on Feb 12, 2020
197
$9.64 - $10.94 $1.9K - $2.16K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
21
$151.13 - $165.36 $3.17K - $3.47K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2019 Filed on Feb 12, 2020
1,084
$146.61 - $164.29 $159K - $178K
VFH
Vanguard Financial ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
619
$66.8 - $76.51 $41.3K - $47.4K
ALGN
Align Technology Inc

Healthcare
Q4 2019 Filed on Feb 12, 2020
22
$179.75 - $279.62 $3.95K - $6.15K
VAW
Vanguard Materials ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
19
$120.04 - $134.2 $2.28K - $2.55K
LITE
Lumentum Holdings Inc.

Technology
Q4 2019 Filed on Feb 12, 2020
14
$48.77 - $79.6 $683 - $1.11K
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