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BOK Financial’s Fresenius Medical Care FMS Stock Holding History

BOK Financial’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
-26,497
Closed -$661K – 909
2022
Q2 		$661K Sell
26,497
-1,657
-6% -$49.5K 0.01% 625
2022
Q1 		$948K Buy
28,154
+1,576
+6% +$51.8K 0.02% 586
2021
Q4 		$863K Sell
26,578
-154
-0.6% -$5.07K 0.01% 617
2021
Q3 		$934K Buy
+26,732
New +$1.04M 0.02% 586
2021
Q1 		$1.05M Buy
+28,356
New +$1.07M 0.02% 538
2018
Q4 		– Sell
-7,037
Closed -$362K – 900
2018
Q3 		$362K Buy
7,037
+435
+7% +$21.8K 0.01% 757
2018
Q2 		$332K Buy
6,602
+1,161
+21% +$58.9K 0.01% 780
2018
Q1 		$277K Buy
5,441
+175
+3% +$9.33K 0.01% 796
2017
Q4 		$277K Buy
5,266
+96
+2% +$4.77K 0.01% 801
2017
Q3 		$253K Sell
5,170
-10
-0.2% -$475 0.01% 823
2017
Q2 		$251K Sell
5,180
-18
-0.3% -$829 0.01% 792
2017
Q1 		$219K Sell
5,198
-147
-3% -$6.08K 0.01% 826
2016
Q4 		$226K Sell
5,345
-16
-0.3% -$653 0.01% 809
2016
Q3 		$235K Buy
+5,361
New +$240K 0.01% 799
2014
Q1 		– Sell
-9,626
Closed -$343K – 875
2013
Q4 		$343K Sell
9,626
-1,629
-14% -$54.6K 0.01% 717
2013
Q3 		$365K Buy
11,255
+245
+2% +$7.98K 0.01% 653
2013
Q2 		$388K Buy
+11,010
New +$383K 0.01% 608

Other funds holding FMS

Pzena Investment Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BOK Financial's FMS Position: Q3 2022 in Review

BOK Financial sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 26,497 shares — an estimated $661K sold.

BOK Financial first reported a position in FMS in Q2 2013 and held it in 17 quarters. The position peaked at $1.05M in Q1 2021. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

  • BOK Financial reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
  • BOK Financial sold 26,497 Fresenius Medical Care shares in Q3 2022, an estimated $661K.
  • BOK Financial first reported a position in Fresenius Medical Care in Q2 2013 and held it in 17 quarters.
  • BOK Financial's Fresenius Medical Care position peaked at $1.05M in Q1 2021.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on BOK Financial's 13F filing for Q3 2022, filed 14 Nov 2022.