PF
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Phoenix Financial’s FMC FMC Stock Holding History

Phoenix Financial’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
-416,236
Closed -$52.1M – 306
2022
Q4 		$52.1M Sell
416,236
-442,381
-52% -$54.2M 1.01% 30
2022
Q3 		$91.6M Buy
858,617
+41,354
+5% +$4.46M 2.02% 12
2022
Q2 		$87.8M Buy
817,263
+105,376
+15% +$12.9M 1.79% 12
2022
Q1 		$93.9M Buy
711,887
+101,235
+17% +$11.9M 1.58% 14
2021
Q4 		$67.3M Buy
+610,652
New +$61.4M 1.11% 27

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

Phoenix Financial's FMC Position: Q1 2023 in Review

Phoenix Financial sold out of FMC (FMC) in Q1 2023, closing a stake of 416,236 shares — an estimated $52.1M sold.

Phoenix Financial first reported a position in FMC in Q4 2021 and held it in 5 quarters. The position peaked at $93.9M in Q1 2022. 684 funds tracked by Wall St. Rank hold FMC as of Q1 2023.

  • Phoenix Financial reported no remaining FMC position as of Q1 2023 after selling out during the quarter.
  • Phoenix Financial sold 416,236 FMC shares in Q1 2023, an estimated $52.1M.
  • Phoenix Financial first reported a position in FMC in Q4 2021 and held it in 5 quarters.
  • Phoenix Financial's FMC position peaked at $93.9M in Q1 2022.
  • 684 funds tracked by Wall St. Rank held FMC as of Q1 2023.

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