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Annapolis Financial Services’s Fresenius Medical Care FMS Stock Holding History

Annapolis Financial Services’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 		$49.6K Hold
2,328
– – 0.01% 156
2024
Q2 		$44.4K Hold
2,328
– – 0.01% 155
2024
Q1 		$44.9K Hold
2,328
– – 0.01% 153
2023
Q4 		$48.5K Hold
2,328
– – 0.01% 199
2023
Q3 		$50.1K Hold
2,328
– – 0.01% 185
2023
Q2 		$55.7K Hold
2,328
– – 0.02% 176
2023
Q1 		$49.5K Hold
2,328
– – 0.02% 173
2022
Q4 		$38K Hold
2,328
– – 0.01% 189
2022
Q3 		$33K Hold
2,328
– – 0.01% 203
2022
Q2 		$58K Hold
2,328
– – 0.02% 165
2022
Q1 		$78K Hold
2,328
– – 0.03% 160
2021
Q4 		$76K Hold
2,328
– – 0.02% 160
2021
Q3 		$81K Buy
+2,328
New +$91K 0.03% 145

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Annapolis Financial Services's FMS Position: Q3 2024 in Review

Annapolis Financial Services held its Fresenius Medical Care (FMS) position steady in Q3 2024 at 2,328 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #156.

Annapolis Financial Services first reported a position in FMS in Q3 2021 and has held it in 13 quarters since. The position peaked at $81K in Q3 2021. 167 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

  • Annapolis Financial Services held 2,328 shares of Fresenius Medical Care worth $49.6K as of Q3 2024.
  • Annapolis Financial Services left its Fresenius Medical Care share count unchanged in Q3 2024.
  • Fresenius Medical Care made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #156 holding.
  • Annapolis Financial Services first reported a position in Fresenius Medical Care in Q3 2021 and has held it in 13 quarters since.
  • Annapolis Financial Services's Fresenius Medical Care position peaked at $81K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.