1832 Asset Management’s Fresenius Medical Care FMS Stock Holding History

1832 Asset Management’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-460,665	Closed	-$16.3M	–	771
2021 Q3	$16.3M	Buy	460,665 +63,665	+16%	+$2.49M	0.03%	283
2021 Q2	$16.4M	Buy	397,000 +100,000	+34%	+$4M	0.03%	271
2021 Q1	$11M	Buy	+297,000	New	+$11.2M	0.02%	281
2017 Q3	–	Sell	-525	Closed	-$24K	–	668
2017 Q2	$24K	Buy	+525	New	+$24.2K	﹤0.01%	578

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1832 Asset Management's FMS Position: Q4 2021 in Review

1832 Asset Management sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 460,665 shares — an estimated $16.3M sold.

1832 Asset Management first reported a position in FMS in Q2 2017 and held it in 4 quarters. The position peaked at $16.4M in Q2 2021. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

1832 Asset Management reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
1832 Asset Management sold 460,665 Fresenius Medical Care shares in Q4 2021, an estimated $16.3M.
1832 Asset Management first reported a position in Fresenius Medical Care in Q2 2017 and held it in 4 quarters.
1832 Asset Management's Fresenius Medical Care position peaked at $16.4M in Q2 2021.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on 1832 Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.