Heritage Trust’s FMC FMC Stock Holding History

Heritage Trust’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	-4,583	Closed	-$478K	–	259
2023 Q2	$478K	Buy	+4,583	New	+$515K	0.07%	187

Other funds holding FMC

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Heritage Trust's FMC Position: Q3 2023 in Review

Heritage Trust sold out of FMC (FMC) in Q3 2023, closing a stake of 4,583 shares — an estimated $478K sold.

Heritage Trust first reported a position in FMC in Q2 2023 and held it in 1 quarter. The position peaked at $478K in Q2 2023. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

Heritage Trust reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
Heritage Trust sold 4,583 FMC shares in Q3 2023, an estimated $478K.
Heritage Trust first reported a position in FMC in Q2 2023 and held it in 1 quarter.
Heritage Trust's FMC position peaked at $478K in Q2 2023.
616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Heritage Trust's 13F filing for Q3 2023, filed 8 Nov 2023.