Fulcrum Equity Management’s FMC FMC Stock Holding History

Fulcrum Equity 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
2023 Q2	–	Sell	-2,088	Closed	-$255K	–	93
2023 Q1	$255K	Buy	2,088 +386	+23%	+$48.6K	0.24%	80
2022 Q4	$212K	Buy	+1,702	New	+$209K	0.17%	68
2022 Q2	–	Sell	-1,915	Closed	-$252K	–	80
2022 Q1	$252K	Buy	+1,915	New	+$225K	0.15%	94

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulcrum Equity Management's FMC Position: Q2 2023 in Review

Fulcrum Equity Management sold out of FMC (FMC) in Q2 2023, closing a stake of 2,088 shares — an estimated $255K sold.

Fulcrum Equity Management first reported a position in FMC in Q1 2022 and held it in 3 quarters. The position peaked at $255K in Q1 2023. 682 funds tracked by Wall St. Rank hold FMC as of Q2 2023.

Fulcrum Equity Management reported no remaining FMC position as of Q2 2023 after selling out during the quarter.
Fulcrum Equity Management sold 2,088 FMC shares in Q2 2023, an estimated $255K.
Fulcrum Equity Management first reported a position in FMC in Q1 2022 and held it in 3 quarters.
Fulcrum Equity Management's FMC position peaked at $255K in Q1 2023.
682 funds tracked by Wall St. Rank held FMC as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.