Berman Capital Advisors’s Fresenius Medical Care FMS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$3K	Hold	91	–	–	﹤0.01%	1579
2021 Q2	$3K	Hold	91	–	–	﹤0.01%	1484
2021 Q1	$3K	Buy	91 +30	+49%	+$1.14K	﹤0.01%	1412
2020 Q4	$2K	Hold	61	–	–	﹤0.01%	1399
2020 Q3	$2K	Sell	61 -6	-9%	-$259	﹤0.01%	1285
2020 Q2	$2K	Buy	67 +6	+10%	+$237	﹤0.01%	1270
2020 Q1	$2K	Buy	61 +41	+205%	+$1.52K	﹤0.01%	1126
2019 Q4	$0	Hold	20	–	–	﹤0.01%	1488
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1485
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1503
2019 Q1	$0	Sell	20 -14	-41%	-$522	﹤0.01%	1377
2018 Q4	$0	Buy	+34	New	+$1.37K	﹤0.01%	1165

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

TBC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Berman Capital Advisors's FMS Position: Q3 2021 in Review

Berman Capital Advisors held its Fresenius Medical Care (FMS) position steady in Q3 2021 at 91 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Berman Capital Advisors first reported a position in FMS in Q4 2018 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

Berman Capital Advisors held 91 shares of Fresenius Medical Care worth $3K as of Q3 2021.
Berman Capital Advisors left its Fresenius Medical Care share count unchanged in Q3 2021.
Fresenius Medical Care made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1579 holding.
Berman Capital Advisors first reported a position in Fresenius Medical Care in Q4 2018 and has held it in 12 quarters since.
160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.