LSA
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Lion Street Advisors’s FMC FMC Stock Holding History

Lion Street Advisors’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
2025
Q3 		$224K Buy
+2,461
New +$96K 0.08% 203
2023
Q4 		– Sell
-3,364
Closed -$225K – 255
2023
Q3 		$225K Buy
3,364
+775
+30% +$67.1K 0.07% 225
2023
Q2 		$236K Buy
2,589
+605
+30% +$68K 0.08% 207
2023
Q1 		$242K Sell
1,984
-605
-23% -$76.1K 0.08% 202
2022
Q4 		$236K Sell
2,589
-339
-12% -$41.6K 0.12% 134
2022
Q3 		$308K Buy
2,928
+339
+13% +$36.6K 0.15% 88
2022
Q2 		$235K Buy
2,589
+539
+26% +$65.9K 0.12% 134
2022
Q1 		$269K Sell
2,050
-539
-21% -$63.4K 0.14% 109
2021
Q4 		$284K Hold
2,589
– – 0.14% 114
2021
Q3 		$236K Buy
+2,589
New +$256K 0.13% 131

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return