Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

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

Financial Services
Q4 2019 Filed on Feb 12, 2020
80
$66.26 - $79.89 $5.3K - $6.39K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2019 Filed on Feb 12, 2020
680
$138.49 - $152.61 $94.2K - $104K
KBE
Spdr S&P Bank ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
98
$41.05 - $48.02 $4.02K - $4.71K
WU
Western Union CO

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

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
4,874
$54.6 - $88.91 $266K - $433K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2019 Filed on Aug 12, 2019
7,579
N/A
BURL
Burlington Stores, Inc.

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

Technology
Q2 2019 Filed on Aug 12, 2019
7,006
$43.46 - $58.82 $304K - $412K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2019 Filed on Aug 12, 2019
5,887
N/A
HON
Honeywell International Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
2,100
$159.97 - $176.29 $336K - $370K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
5,200
$77.14 - $89.2 $401K - $464K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2019 Filed on Aug 12, 2019
2,071
$181.14 - $198.0 $375K - $410K
IFGL
Ishares International Develope

ETFs
Q2 2019 Filed on Aug 12, 2019
9,084
$29.5 - $30.54 $268K - $277K
IXN
Ishares Global Information Tec

ETFs
Q2 2019 Filed on Aug 12, 2019
2,300
$27.25 - $30.24 $62.7K - $69.6K
CNP
Centerpoint Energy Inc

Utilities
Q2 2019 Filed on Aug 12, 2019
11,791
$28.27 - $31.15 $333K - $367K
AXP
American Express CO

Financial Services
Q2 2019 Filed on Aug 12, 2019
2,100
$109.85 - $124.92 $231K - $262K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2019 Filed on May 03, 2019
4,120
$96.98 - $133.8 $400K - $551K
WEX
Wex Inc.

Technology
Q1 2019 Filed on May 03, 2019
4,858
$134.58 - $191.99 $654K - $933K
MU
Micron Technology Inc

Technology
Q1 2019 Filed on May 03, 2019
10,971
$31.0 - $43.99 $340K - $483K
Pra Health Sciences Inc
Q1 2019 Filed on May 03, 2019
10,180
N/A
GMED
Globus Medical Inc

Healthcare
Q1 2019 Filed on May 03, 2019
15,535
$38.08 - $49.41 $592K - $768K
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