tru Independence’s FMC FMC Stock Holding History

tru Independence’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 Q4	–	Sell	-152,855	Closed	-$5.14M	–	136
2025 Q3	$5.14M	Buy	152,855 +40,270	+36%	+$1.57M	1.34%	30
2025 Q2	$4.7M	Buy	112,585 +3,210	+3%	+$128K	1.36%	35
2025 Q1	$4.61M	Buy	109,375 +5,285	+5%	+$235K	1.43%	30
2024 Q4	$5.06M	Buy	104,090 +23,360	+29%	+$1.36M	1.59%	25
2024 Q3	$5.32M	Buy	+80,730	New	+$4.94M	1.56%	25
2022 Q1	–	Sell	-45,135	Closed	-$4.96M	–	211
2021 Q4	$4.96M	Buy	45,135 +280	+0.6%	+$28.2K	1.35%	37
2021 Q3	$4.11M	Buy	44,855 +1,325	+3%	+$131K	1.15%	47
2021 Q2	$4.71M	Buy	43,530 +935	+2%	+$108K	1.39%	38
2021 Q1	$4.71M	Buy	42,595 +1,560	+4%	+$173K	0.89%	50
2020 Q4	$4.72K	Sell	41,035 -715	-2%	-$79.6K	0.01%	291
2020 Q3	$4.42M	Sell	41,750 -580	-1%	-$62.1K	1.25%	36
2020 Q2	$4.22K	Sell	42,330 -930	-2%	-$85.8K	0.61%	39
2020 Q1	$3.53K	Sell	43,260 -820	-2%	-$76.1K	0.58%	42
2019 Q4	$4.4M	Buy	+44,080	New	+$4.1M	0.63%	55

Other funds holding FMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return