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Beese Fulmer Investment Management’s Fresenius Medical Care FMS Stock Holding History

Beese Fulmer Investment Management’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
2019
Q1 		– Sell
-10,914
Closed -$354K – 183
2018
Q4 		$354K Sell
10,914
-1,400
-11% -$56.5K 0.08% 119
2018
Q3 		$633K Sell
12,314
-358
-3% -$17.9K 0.12% 104
2018
Q2 		$638K Sell
12,672
-1,100
-8% -$55.8K 0.13% 103
2018
Q1 		$703K Sell
13,772
-600
-4% -$32K 0.15% 102
2017
Q4 		$755K Sell
14,372
-948
-6% -$47.1K 0.16% 100
2017
Q3 		$749K Sell
15,320
-940
-6% -$44.7K 0.17% 98
2017
Q2 		$786K Sell
16,260
-200
-1% -$9.21K 0.19% 97
2017
Q1 		$693K Sell
16,460
-800
-5% -$33.1K 0.17% 98
2016
Q4 		$729K Sell
17,260
-1,500
-8% -$61.2K 0.19% 97
2016
Q3 		$821K Sell
18,760
-800
-4% -$35.8K 0.22% 92
2016
Q2 		$852K Sell
19,560
-400
-2% -$17.2K 0.24% 89
2016
Q1 		$888K Sell
19,960
-200
-1% -$8.47K 0.26% 86
2015
Q4 		$843K Hold
20,160
– – 0.26% 84
2015
Q3 		$786K Sell
20,160
-1,250
-6% -$50.9K 0.26% 82
2015
Q2 		$890K Sell
21,410
-2,150
-9% -$91.9K 0.29% 77
2015
Q1 		$977K Sell
23,560
-1,400
-6% -$54.1K 0.33% 73
2014
Q4 		$927K Sell
24,960
-5,710
-19% -$206K 0.29% 84
2014
Q3 		$1.06M Sell
30,670
-19,340
-39% -$667K 0.35% 74
2014
Q2 		$1.68M Sell
50,010
-22,261
-31% -$742K 0.54% 56
2014
Q1 		$2.52M Sell
72,271
-1,900
-3% -$66.5K 0.88% 45
2013
Q4 		$2.64M Sell
74,171
-1,190
-2% -$39.9K 0.94% 39
2013
Q3 		$2.44M Sell
75,361
-1,280
-2% -$41.7K 0.96% 40
2013
Q2 		$2.7M Buy
+76,641
New +$2.66M 1.16% 31

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Beese Fulmer Investment Management's FMS Position: Q1 2019 in Review

Beese Fulmer Investment Management sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 10,914 shares — an estimated $354K sold.

Beese Fulmer Investment Management first reported a position in FMS in Q2 2013 and held it in 23 quarters. The position peaked at $2.7M in Q2 2013. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

  • Beese Fulmer Investment Management reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 10,914 Fresenius Medical Care shares in Q1 2019, an estimated $354K.
  • Beese Fulmer Investment Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 23 quarters.
  • Beese Fulmer Investment Management's Fresenius Medical Care position peaked at $2.7M in Q2 2013.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.