Pathstone Family Office’s FMC FMC Stock Holding History

Pathstone Family Office’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	$560K	Buy	+8,358	New	+$724K	﹤0.01%	989
2023 Q1	–	Sell	-2,217	Closed	-$277K	–	1324
2022 Q4	$277K	Sell	2,217 -20	-0.9%	-$2.45K	﹤0.01%	1274
2022 Q3	$236K	Buy	+2,237	New	+$241K	﹤0.01%	1294
2013 Q3	–	Sell	-76	Closed	-$4K	–	350
2013 Q2	$4K	Buy	+76	New	+$4.01K	﹤0.01%	294

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

Pathstone Family Office's FMC Position: Q3 2023 in Review

Pathstone Family Office opened a new position in FMC (FMC) in Q3 2023: 8,358 shares worth $560K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in FMC as recently as Q4 2022.

Pathstone Family Office first reported a position in FMC in Q2 2013 and has held it in 4 quarters since. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

Pathstone Family Office held 8,358 shares of FMC worth $560K as of Q3 2023.
FMC was a new Pathstone Family Office position in Q3 2023.
FMC made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #989 holding.
Pathstone Family Office first reported a position in FMC in Q2 2013 and has held it in 4 quarters since.
616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.