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Alan B. Lancz & Associates’s Fresenius Medical Care FMS Stock Holding History

Alan B. Lancz & Associates’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
2022
Q2 		– Sell
-6,050
Closed -$204K – 187
2022
Q1 		$204K Buy
+6,050
New +$199K 0.18% 142

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alan B. Lancz & Associates's FMS Position: Q2 2022 in Review

Alan B. Lancz & Associates sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 6,050 shares — an estimated $204K sold.

Alan B. Lancz & Associates first reported a position in FMS in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

  • Alan B. Lancz & Associates reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 6,050 Fresenius Medical Care shares in Q2 2022, an estimated $204K.
  • Alan B. Lancz & Associates first reported a position in Fresenius Medical Care in Q1 2022 and held it in 1 quarter.
  • Alan B. Lancz & Associates's Fresenius Medical Care position peaked at $204K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.