Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $88.9 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2019 Filed on Feb 12, 2020
7
$44.15 - $49.95 $309 - $350
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
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Feb 12, 2020
100
$26.33 - $37.76 $2.63K - $3.78K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2019 Filed on Feb 12, 2020
15
$33.84 - $38.03 $508 - $570
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
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
69
$72.1 - $94.26 $4.97K - $6.5K
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
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2019 Filed on Feb 12, 2020
24
$116.84 - $125.81 $2.8K - $3.02K
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
KBE
Spdr S&P Bank ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
98
$41.05 - $48.02 $4.02K - $4.71K
EBF
Ennis, Inc.

Industrials
Q4 2019 Filed on Feb 12, 2020
116
$19.55 - $22.12 $2.27K - $2.57K
NOVT
Novanta Inc

Technology
Q4 2019 Filed on Feb 12, 2020
54
$78.52 - $93.58 $4.24K - $5.05K
APH
Amphenol Corp

Technology
Q4 2019 Filed on Feb 12, 2020
46
$46.59 - $54.14 $2.14K - $2.49K
AGR
Avangrid, Inc.

Utilities
Q4 2019 Filed on Feb 12, 2020
76
$48.09 - $51.93 $3.65K - $3.95K
LITE
Lumentum Holdings Inc.

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

Financial Services
Q4 2019 Filed on Feb 12, 2020
71
$36.48 - $40.59 $2.59K - $2.88K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2019 Filed on Feb 12, 2020
588
$28.58 - $29.63 $16.8K - $17.4K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2019 Filed on Feb 12, 2020
694
$86.78 - $88.73 $60.2K - $61.6K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q4 2019 Filed on Feb 12, 2020
287
$14.77 - $19.92 $4.24K - $5.72K
VAW
Vanguard Materials ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
19
$120.04 - $134.2 $2.28K - $2.55K
FDUS
Fidus Investment Corp

Financial Services
Q4 2019 Filed on Feb 12, 2020
1,585
$14.17 - $16.06 $22.5K - $25.5K
ALGN
Align Technology Inc

Healthcare
Q4 2019 Filed on Feb 12, 2020
22
$179.75 - $279.62 $3.95K - $6.15K
C
Citigroup Inc

Financial Services
Q4 2019 Filed on Feb 12, 2020
80
$66.26 - $79.89 $5.3K - $6.39K
MTZ
Mastec Inc

Industrials
Q4 2019 Filed on Feb 12, 2020
63
$60.09 - $72.82 $3.79K - $4.59K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2019 Filed on Feb 12, 2020
1,084
$146.61 - $164.29 $159K - $178K
FBP
First Bancorp

Financial Services
Q4 2019 Filed on Feb 12, 2020
197
$9.64 - $10.94 $1.9K - $2.16K
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
1,411
$55.15 - $74.56 $77.8K - $105K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2019 Filed on Feb 12, 2020
680
$138.49 - $152.61 $94.2K - $104K
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 12, 2020
7,269
N/A
VRSN
Verisign Inc

Technology
Q4 2019 Filed on Feb 12, 2020
28
$177.95 - $194.05 $4.98K - $5.43K
CTXS
Citrix Systems Inc

Technology
Q4 2019 Filed on Feb 12, 2020
26
$95.18 - $114.04 $2.47K - $2.97K
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
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2019 Filed on Feb 12, 2020
178
$108.67 - $119.8 $19.3K - $21.3K
WU
Western Union CO

Financial Services
Q3 2019 Filed on Nov 05, 2019
13,265
$19.98 - $23.76 $265K - $315K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
4,874
$54.6 - $88.91 $266K - $433K
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
4,425
$130.56 - $181.87 $578K - $805K
FIVE
Five Below, Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
3,133
$104.43 - $135.01 $327K - $423K
AXP
American Express CO

Financial Services
Q2 2019 Filed on Aug 12, 2019
2,100
$109.85 - $124.92 $231K - $262K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
2,330
$146.0 - $176.66 $340K - $412K
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