America First Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

America First Investment Advisors’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
2024 Q3	–	Sell	-538	Closed	-$10.3K	–	54
2024 Q2	$10.3K	Hold	538	–	–	﹤0.01%	72
2024 Q1	$10.4K	Hold	538	–	–	﹤0.01%	74
2023 Q4	$11.2K	Hold	538	–	–	﹤0.01%	87
2023 Q3	$11.6K	Hold	538	–	–	﹤0.01%	87
2023 Q2	$12.9K	Hold	538	–	–	﹤0.01%	88
2023 Q1	$11.4K	Hold	538	–	–	﹤0.01%	88
2022 Q4	$9K	Hold	538	–	–	﹤0.01%	81
2022 Q3	$8K	Hold	538	–	–	﹤0.01%	75
2022 Q2	$13K	Hold	538	–	–	﹤0.01%	60
2022 Q1	$18K	Hold	538	–	–	0.01%	62
2021 Q4	$17K	Hold	538	–	–	﹤0.01%	65
2021 Q3	$19K	Hold	538	–	–	0.01%	64
2021 Q2	$22K	Hold	538	–	–	0.01%	64
2021 Q1	$20K	Hold	538	–	–	0.01%	64
2020 Q4	$22K	Sell	538 -140	-21%	-$5.83K	0.01%	62
2020 Q3	$29K	Hold	678	–	–	0.01%	62
2020 Q2	$29K	Hold	678	–	–	0.01%	66
2020 Q1	$22K	Hold	678	–	–	0.01%	67
2019 Q4	$25K	Hold	678	–	–	0.01%	67
2019 Q3	$23K	Hold	678	–	–	0.01%	67
2019 Q2	$27K	Hold	678	–	–	0.01%	67
2019 Q1	$27K	Hold	678	–	–	0.01%	66
2018 Q4	$22K	Hold	678	–	–	0.01%	66
2018 Q3	$35K	Hold	678	–	–	0.01%	68
2018 Q2	$34K	Hold	678	–	–	0.01%	67
2018 Q1	$35K	Hold	678	–	–	0.01%	66
2017 Q4	$36K	Buy	+678	New	+$33.7K	0.01%	66

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

America First Investment Advisors's FMS Position: Q3 2024 in Review

America First Investment Advisors sold out of Fresenius Medical Care (FMS) in Q3 2024, closing a stake of 538 shares — an estimated $10.3K sold.

America First Investment Advisors first reported a position in FMS in Q4 2017 and held it in 27 quarters. The position peaked at $36K in Q4 2017. 168 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

America First Investment Advisors reported no remaining Fresenius Medical Care position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 538 Fresenius Medical Care shares in Q3 2024, an estimated $10.3K.
America First Investment Advisors first reported a position in Fresenius Medical Care in Q4 2017 and held it in 27 quarters.
America First Investment Advisors's Fresenius Medical Care position peaked at $36K in Q4 2017.
168 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.