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Advisor Partners II’s Fresenius Medical Care FMS Stock Holding History

Advisor Partners II’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
2023
Q3 		$233K Buy
10,836
+1,518
+16% +$36.9K 0.01% 1093
2023
Q2 		$223K Buy
+9,318
New +$214K 0.01% 952
2022
Q4 		– Sell
-12,455
Closed -$175K – 950
2022
Q3 		$175K Buy
+12,455
New +$235K 0.01% 775

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Advisor Partners II's FMS Position: Q3 2023 in Review

Advisor Partners II increased its Fresenius Medical Care (FMS) stake by 16% in Q3 2023, buying an estimated $36.9K and bringing the position to 10,836 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1093.

Advisor Partners II first reported a position in FMS in Q3 2022 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold FMS as of Q3 2023.

  • Advisor Partners II held 10,836 shares of Fresenius Medical Care worth $233K as of Q3 2023.
  • Advisor Partners II bought 1,518 Fresenius Medical Care shares in Q3 2023, an estimated $36.9K.
  • Fresenius Medical Care made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1093 holding.
  • Advisor Partners II first reported a position in Fresenius Medical Care in Q3 2022 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.