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  Name: BEESE FULMER INVESTMENT MANAGEMENT INC
  City: CANTON
  State: OH
  Zip: 44702
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,062,868,000
  Total Value Change : $97,251,000
  Securities Held Change : 0
   
All Securities Held : 225
  New Positions : 8
  Closed Positions : 8
  Increased Positions : 54
  Unchanged Positions : 44
  Decreased Positions : 119

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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 229 Closed $48.35 $0 0 0% -204,000 -4,295 0    N/A
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 228 Closed $50.22 $0 0 0% -218,000 -2,700 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware 227 Closed $38.83 $0 0 0% -205,000 -4,729 0    Domestic Regional Banks
   (CPAY)1 Year Chart         CPAY Corpay Inc 226 Closed $249.66 $0 0 0% -6,333,000 -22,408 0    Business Services
   (DISH)1 Year Chart         DISH Dish Network Corporation 225 Closed $5.77 $0 0 0% -135,000 -23,328 0    Electronic Equipment
   (CCNE)1 Year Chart         CCNE CNB Financial Corporation 231 Closed $18.91 $0 0 0% -212,000 -9,400 0    Domestic Regional Banks
   (F)1 Year Chart         F Ford Motor Co 224 Closed $12.50 $0 0 0% -130,000 -10,671 0    Auto Manufacturers
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 230 Closed $276.26 $0 0 0% -325,000 -836 0    CATV Systems

      8 Records Found
  1    
Page 1 of 1
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