Arden Trust’s Fresenius Medical Care FMS Stock Holding History

Arden Trust’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 Q3	–	Sell	-8,598	Closed	-$372K	–	308
2020 Q2	$372K	Buy	8,598 +3,324	+63%	+$131K	0.07%	217
2020 Q1	$173K	Buy	+5,274	New	+$196K	0.03%	302
2016 Q3	–	Sell	-5,860	Closed	-$255	–	387
2016 Q2	$255	Buy	+5,860	New	+$253K	0.02%	515

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Arden Trust's FMS Position: Q3 2020 in Review

Arden Trust sold out of Fresenius Medical Care (FMS) in Q3 2020, closing a stake of 8,598 shares — an estimated $372K sold.

Arden Trust first reported a position in FMS in Q2 2016 and held it in 3 quarters. The position peaked at $372K in Q2 2020. 181 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

Arden Trust reported no remaining Fresenius Medical Care position as of Q3 2020 after selling out during the quarter.
Arden Trust sold 8,598 Fresenius Medical Care shares in Q3 2020, an estimated $372K.
Arden Trust first reported a position in Fresenius Medical Care in Q2 2016 and held it in 3 quarters.
Arden Trust's Fresenius Medical Care position peaked at $372K in Q2 2020.
181 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.