Bedel Financial Consulting’s Fresenius Medical Care FMS Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-500	Closed	-$17K	–	426
2022 Q1	$17K	Hold	500	–	–	0.01%	568
2021 Q4	$16K	Hold	500	–	–	0.01%	607
2021 Q3	$17K	Hold	500	–	–	0.01%	575
2021 Q2	$21K	Hold	500	–	–	0.01%	549
2021 Q1	$18K	Hold	500	–	–	0.01%	530
2020 Q4	$21K	Hold	500	–	–	0.01%	443
2020 Q3	$21K	Hold	500	–	–	0.01%	412
2020 Q2	$22K	Hold	500	–	–	0.01%	388
2020 Q1	$16K	Hold	500	–	–	0.01%	410
2019 Q4	$18K	Hold	500	–	–	0.01%	415
2019 Q3	$17K	Hold	500	–	–	0.01%	409
2019 Q2	$20K	Hold	500	–	–	0.01%	394
2019 Q1	$20K	Hold	500	–	–	0.01%	390
2018 Q4	$16K	Hold	500	–	–	0.01%	390
2018 Q3	$24K	Hold	500	–	–	0.02%	357
2018 Q2	$25K	Hold	500	–	–	0.02%	349
2018 Q1	$26K	Buy	+500	New	+$26.7K	0.02%	347

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

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

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

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

Bedel Financial Consulting's FMS Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 500 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in FMS in Q1 2018 and held it in 17 quarters. The position peaked at $26K in Q1 2018. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

Bedel Financial Consulting reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 500 Fresenius Medical Care shares in Q2 2022, an estimated $17K.
Bedel Financial Consulting first reported a position in Fresenius Medical Care in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Fresenius Medical Care position peaked at $26K in Q1 2018.
166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.