FMC β€” F M C CORP COM NEW

Ownership history in MACKENZIE FINANCIAL CORP  Β·  46 quarters on record

This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in F M C CORP COM NEW (FMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.16% (2009 Q2)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2008 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
46

Position Intelligence

MACKENZIE FINANCIAL CORP Γ— FMC AI Analytics

πŸ“‰ MACKENZIE FINANCIAL CORP underperformed the S&P 500 by –2.6% annually on this FMC position. Timing score: 45% (19/42 decisions correct). Average cost basis: $32.38. Maximum drawdown during holding period: –70.9%.

πŸ“ˆ Position Alpha vs SPY
-2.6%
annualised excess return

⚠️ Trailed SPY by 2.6% ann. on this position.
45 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
19 of 42 add/trim decisions correct

πŸ’° Entry Quality
$32.38
+3.3% vs current ($33.44)

Best entry: $13.99 (2009 Q1)  Β·  Worst: $98.27 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–70.9%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

25 adds Β· 18 trims. Bought during 14 of 22 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FMC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 40,750 -11,723 -22.3% 0.00% $1.4M $33.44
2025 Q2 ADDED 52,473 +1,600 +3.1% 0.00% $2.2M $40.79
2025 Q1 ADDED 50,873 +1,581 +3.2% 0.00% $2.1M $40.67
2024 Q4 ADDED 49,292 +29,908 +154.3% 0.00% $2.3M $46.21
2024 Q3 REDUCED 19,384 -2,380 -10.9% 0.00% $1.3M $61.93
2024 Q2 ADDED 21,764 +5,924 +37.4% 0.00% $1.3M $53.58
2024 Q1 ADDED 15,840 +3,791 +31.5% 0.00% $1.0M $58.70
2023 Q4 REDUCED 12,049 -15,497 -56.3% 0.00% $760K $57.56
2023 Q3 ADDED 27,546 +2,492 +9.9% 0.00% $1.8M $60.58
2023 Q2 REDUCED 25,054 -69 -0.3% 0.00% $2.7M $93.56
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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