Bourgeon Capital Management’s FMC FMC Stock Holding History

Bourgeon Capital Management’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-24,600	Closed	-$2.72M	–	283
2021 Q1	$2.72M	Buy	24,600 +7,600	+45%	+$842K	0.6%	44
2020 Q4	$1.95M	Sell	17,000 -400	-2%	-$44.5K	0.48%	46
2020 Q3	$1.84M	Sell	17,400 -1,000	-5%	-$107K	0.56%	42
2020 Q2	$1.83M	Sell	18,400 -9,715	-35%	-$896K	0.65%	38
2020 Q1	$2.3M	Buy	28,115 +11,515	+69%	+$1.07M	1.19%	31
2019 Q4	$1.66M	Buy	16,600 +9,300	+127%	+$865K	0.78%	36
2019 Q3	$640K	Buy	7,300 +800	+12%	+$68.7K	0.35%	45
2019 Q2	$539K	Hold	6,500	–	–	0.31%	49
2019 Q1	$499K	Buy	+6,500	New	+$477K	0.29%	49
2014 Q2	–	Sell	-3,459	Closed	-$230K	–	118
2014 Q1	$230K	Buy	+3,459	New	+$225K	0.14%	89
2013 Q3	–	Sell	-13,836	Closed	-$733K	–	98
2013 Q2	$733K	Buy	+13,836	New	+$730K	0.52%	55

Other funds holding FMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bourgeon Capital Management's FMC Position: Q2 2021 in Review

Bourgeon Capital Management sold out of FMC (FMC) in Q2 2021, closing a stake of 24,600 shares — an estimated $2.72M sold.

Bourgeon Capital Management first reported a position in FMC in Q2 2013 and held it in 11 quarters. The position peaked at $2.72M in Q1 2021. 601 funds tracked by Wall St. Rank hold FMC as of Q2 2021.

Bourgeon Capital Management reported no remaining FMC position as of Q2 2021 after selling out during the quarter.
Bourgeon Capital Management sold 24,600 FMC shares in Q2 2021, an estimated $2.72M.
Bourgeon Capital Management first reported a position in FMC in Q2 2013 and held it in 11 quarters.
Bourgeon Capital Management's FMC position peaked at $2.72M in Q1 2021.
601 funds tracked by Wall St. Rank held FMC as of Q2 2021.

Based on Bourgeon Capital Management's 13F filing for Q2 2021, filed 19 Jul 2021.