Ashburton (Jersey)’s Fresenius Medical Care FMS Stock Holding History

Ashburton (Jersey)’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	–	Sell	-1,000	Closed	-$43K	–	81
2020 Q3	$43K	Hold	1,000	–	–	0.02%	40
2020 Q2	$43K	Hold	1,000	–	–	0.02%	40
2020 Q1	$33K	Hold	1,000	–	–	0.02%	63
2019 Q4	$37K	Hold	1,000	–	–	0.02%	73
2019 Q3	$34K	Hold	1,000	–	–	0.02%	80
2019 Q2	$39K	Buy	+1,000	New	+$39.6K	0.02%	79

Other funds holding FMS

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $14.7B AUM 42.39% 1-Year Est. Return

Ashburton (Jersey)'s FMS Position: Q4 2020 in Review

Ashburton (Jersey) sold out of Fresenius Medical Care (FMS) in Q4 2020, closing a stake of 1,000 shares — an estimated $43K sold.

Ashburton (Jersey) first reported a position in FMS in Q2 2019 and held it in 6 quarters. The position peaked at $43K in Q3 2020. 179 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

Ashburton (Jersey) reported no remaining Fresenius Medical Care position as of Q4 2020 after selling out during the quarter.
Ashburton (Jersey) sold 1,000 Fresenius Medical Care shares in Q4 2020, an estimated $43K.
Ashburton (Jersey) first reported a position in Fresenius Medical Care in Q2 2019 and held it in 6 quarters.
Ashburton (Jersey)'s Fresenius Medical Care position peaked at $43K in Q3 2020.
179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Ashburton (Jersey)'s 13F filing for Q4 2020, filed 23 May 2023.