DI
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Disciplined Investments’s FMC FMC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-18
Closed -$1.88K – 622
2023
Q2 		$1.88K Sell
18
-4
-18% -$450 ﹤0.01% 679
2023
Q1 		$2.69K Buy
22
+2
+10% +$252 ﹤0.01% 554
2022
Q4 		$2.5K Buy
20
+1
+5% +$123 ﹤0.01% 551
2022
Q3 		$2K Buy
19
+4
+27% +$432 ﹤0.01% 632
2022
Q2 		$2K Hold
15
– – ﹤0.01% 655
2022
Q1 		$2K Buy
+15
New +$1.76K ﹤0.01% 694

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Disciplined Investments's FMC Position: Q3 2023 in Review

Disciplined Investments sold out of FMC (FMC) in Q3 2023, closing a stake of 18 shares — an estimated $1.88K sold.

Disciplined Investments first reported a position in FMC in Q1 2022 and held it in 6 quarters. The position peaked at $2.69K in Q1 2023. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • Disciplined Investments reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 FMC shares in Q3 2023, an estimated $1.88K.
  • Disciplined Investments first reported a position in FMC in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's FMC position peaked at $2.69K in Q1 2023.
  • 616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.