EFS
FMC icon

Essex Financial Services’s FMC FMC Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-1,718
Closed -$214K – 494
2022
Q4 		$214K Buy
+1,718
New +$211K 0.02% 443
2022
Q2 		– Sell
-1,668
Closed -$219K – 492
2022
Q1 		$219K Sell
1,668
-187
-10% -$22K 0.02% 453
2021
Q4 		$204K Buy
+1,855
New +$187K 0.02% 474
2021
Q3 		– Sell
-2,743
Closed -$303K – 468
2021
Q2 		$303K Hold
2,743
– – 0.04% 326
2021
Q1 		$303K Buy
2,743
+768
+39% +$85.1K 0.05% 266
2020
Q4 		$227K Hold
1,975
– – 0.04% 290
2020
Q3 		$209K Buy
+1,975
New +$211K 0.05% 257

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Financial Services's FMC Position: Q1 2023 in Review

Essex Financial Services sold out of FMC (FMC) in Q1 2023, closing a stake of 1,718 shares — an estimated $214K sold.

Essex Financial Services first reported a position in FMC in Q3 2020 and held it in 7 quarters. The position peaked at $303K in Q2 2021. 684 funds tracked by Wall St. Rank hold FMC as of Q1 2023.

  • Essex Financial Services reported no remaining FMC position as of Q1 2023 after selling out during the quarter.
  • Essex Financial Services sold 1,718 FMC shares in Q1 2023, an estimated $214K.
  • Essex Financial Services first reported a position in FMC in Q3 2020 and held it in 7 quarters.
  • Essex Financial Services's FMC position peaked at $303K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held FMC as of Q1 2023.

Based on Essex Financial Services's 13F filing for Q1 2023, filed 11 May 2023.