AG
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Aperio Group’s Fresenius Medical Care FMS Stock Holding History

Aperio Group’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
2020
Q4 		$7.42M Sell
178,433
-13,547
-7% -$565K 0.02% 664
2020
Q3 		$8.15M Buy
191,980
+3,398
+2% +$147K 0.03% 546
2020
Q2 		$8.16M Sell
188,582
-19,544
-9% -$772K 0.03% 534
2020
Q1 		$6.83M Buy
208,126
+33,728
+19% +$1.25M 0.03% 540
2019
Q4 		$6.42M Sell
174,398
-8,061
-4% -$286K 0.02% 644
2019
Q3 		$6.13M Sell
182,459
-23,202
-11% -$822K 0.02% 642
2019
Q2 		$8.08M Buy
205,661
+8,566
+4% +$339K 0.03% 546
2019
Q1 		$7.99M Buy
197,095
+3,296
+2% +$123K 0.03% 529
2018
Q4 		$6.28M Sell
193,799
-47,312
-20% -$1.91M 0.03% 555
2018
Q3 		$12.4M Sell
241,111
-13,853
-5% -$693K 0.05% 376
2018
Q2 		$12.8M Buy
254,964
+15,616
+7% +$792K 0.06% 356
2018
Q1 		$12.2M Buy
239,348
+20,208
+9% +$1.08M 0.06% 367
2017
Q4 		$11.5M Buy
219,140
+8,210
+4% +$408K 0.06% 383
2017
Q3 		$10.3M Buy
210,930
+13,420
+7% +$638K 0.06% 386
2017
Q2 		$9.55M Buy
197,510
+10,302
+6% +$474K 0.06% 389
2017
Q1 		$7.89M Buy
187,208
+6,009
+3% +$248K 0.05% 402
2016
Q4 		$7.65M Sell
181,199
-50,151
-22% -$2.05M 0.06% 380
2016
Q3 		$10.1M Buy
231,350
+3,380
+1% +$151K 0.07% 316
2016
Q2 		$9.93M Sell
227,970
-14,424
-6% -$622K 0.08% 298
2016
Q1 		$10.7M Sell
242,394
-4,992
-2% -$211K 0.09% 260
2015
Q4 		$10.4M Buy
247,386
+10,736
+5% +$452K 0.09% 244
2015
Q3 		$9.23M Sell
236,650
-8,720
-4% -$355K 0.09% 259
2015
Q2 		$10.2M Buy
245,370
+23,381
+11% +$999K 0.11% 236
2015
Q1 		$9.2M Buy
221,989
+11,455
+5% +$442K 0.1% 240
2014
Q4 		$7.82M Buy
210,534
+34,209
+19% +$1.23M 0.1% 254
2014
Q3 		$6.12M Buy
176,325
+41,194
+30% +$1.42M 0.08% 304
2014
Q2 		$4.53M Sell
135,131
-36,583
-21% -$1.22M 0.07% 362
2014
Q1 		$5.98M Buy
+171,714
New +$6.01M 0.08% 302
2013
Q4 		– Sell
-115,161
Closed -$3.86M – 329
2013
Q3 		$3.73M Sell
115,161
-7,548
-6% -$246K 0.07% 360
2013
Q2 		$4.33M Buy
+122,709
New +$4.27M 0.1% 241

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Aperio Group's FMS Position: Q4 2020 in Review

Aperio Group reduced its Fresenius Medical Care (FMS) stake by 7.1% in Q4 2020, selling an estimated $565K and leaving 178,433 shares worth $7.42M. The position accounts for 0.02% of the portfolio, ranked #664.

Aperio Group first reported a position in FMS in Q2 2013 and has held it in 30 quarters since. The position peaked at $12.8M in Q2 2018. 178 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

  • Aperio Group held 178,433 shares of Fresenius Medical Care worth $7.42M as of Q4 2020.
  • Aperio Group sold 13,547 Fresenius Medical Care shares in Q4 2020, an estimated $565K.
  • Fresenius Medical Care made up 0.02% of Aperio Group's portfolio in Q4 2020, its #664 holding.
  • Aperio Group first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Fresenius Medical Care position peaked at $12.8M in Q2 2018.
  • 178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.