Advisor Partners’s Fresenius Medical Care FMS Stock Holding History

Advisor Partners’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	-6,362	Closed	-$222K	–	871
2021 Q3	$222K	Buy	6,362 +27	+0.4%	+$1.05K	0.02%	733
2021 Q2	$263K	Buy	6,335 +256	+4%	+$10.2K	0.02%	696
2021 Q1	$224K	Sell	6,079 -4,283	-41%	-$162K	0.02%	733
2020 Q4	$431K	Buy	10,362 +3,388	+49%	+$141K	0.03%	493
2020 Q3	$296K	Buy	6,974 +340	+5%	+$14.7K	0.03%	529
2020 Q2	$287K	Buy	+6,634	New	+$262K	0.03%	533

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

Advisor Partners's FMS Position: Q4 2021 in Review

Advisor Partners sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 6,362 shares — an estimated $222K sold.

Advisor Partners first reported a position in FMS in Q2 2020 and held it in 6 quarters. The position peaked at $431K in Q4 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

Advisor Partners reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
Advisor Partners sold 6,362 Fresenius Medical Care shares in Q4 2021, an estimated $222K.
Advisor Partners first reported a position in Fresenius Medical Care in Q2 2020 and held it in 6 quarters.
Advisor Partners's Fresenius Medical Care position peaked at $431K in Q4 2020.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on Advisor Partners's 13F filing for Q4 2021, filed 4 Feb 2022.