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AMG National Trust Bank’s Fresenius Medical Care FMS Stock Holding History

AMG National Trust Bank’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
Q3 		– Sell
-66,271
Closed -$1.65M – 442
2022
Q2 		$1.65M Buy
66,271
+5,272
+9% +$158K 0.06% 191
2022
Q1 		$2.06M Buy
60,999
+13,958
+30% +$459K 0.07% 179
2021
Q4 		$1.53M Sell
47,041
-3,413
-7% -$112K 0.05% 223
2021
Q3 		$1.76M Buy
+50,454
New +$1.97M 0.06% 196

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AMG National Trust Bank's FMS Position: Q3 2022 in Review

AMG National Trust Bank sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 66,271 shares — an estimated $1.65M sold.

AMG National Trust Bank first reported a position in FMS in Q3 2021 and held it in 4 quarters. The position peaked at $2.06M in Q1 2022. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

  • AMG National Trust Bank reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
  • AMG National Trust Bank sold 66,271 Fresenius Medical Care shares in Q3 2022, an estimated $1.65M.
  • AMG National Trust Bank first reported a position in Fresenius Medical Care in Q3 2021 and held it in 4 quarters.
  • AMG National Trust Bank's Fresenius Medical Care position peaked at $2.06M in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on AMG National Trust Bank's 13F filing for Q3 2022, filed 4 Nov 2022.