Baron Financial Group’s Fresenius Medical Care FMS Stock Holding History

Baron Financial 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
2022 Q3	–	Sell	-960	Closed	-$23.9K	–	104
2022 Q2	$23.9K	Hold	960	–	–	0.02%	118
2022 Q1	$32.3K	Hold	960	–	–	0.02%	113
2021 Q4	$31.2K	Hold	960	–	–	0.02%	118
2021 Q3	$33.6K	Hold	960	–	–	0.02%	113
2021 Q2	$39.9K	Hold	960	–	–	0.02%	105
2021 Q1	$35.4K	Hold	960	–	–	0.02%	109
2020 Q4	$39.9K	Hold	960	–	–	0.03%	95
2020 Q3	$40.8K	Buy	+960	New	+$41.4K	0.04%	94

Other funds holding FMS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Baron Financial Group's FMS Position: Q3 2022 in Review

Baron Financial Group sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 960 shares — an estimated $23.9K sold.

Baron Financial Group first reported a position in FMS in Q3 2020 and held it in 8 quarters. The position peaked at $40.8K in Q3 2020. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

Baron Financial Group reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 960 Fresenius Medical Care shares in Q3 2022, an estimated $23.9K.
Baron Financial Group first reported a position in Fresenius Medical Care in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Fresenius Medical Care position peaked at $40.8K in Q3 2020.
141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.