Boston Partners
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Boston Partners’s Fresenius Medical Care FMS Stock Holding History

Boston Partners’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
Q1 		– Sell
-35,118
Closed -$1.46M – 656
2020
Q4 		$1.46M Sell
35,118
-2,971
-8% -$124K ﹤0.01% 481
2020
Q3 		$1.62M Sell
38,089
-13,715
-26% -$591K ﹤0.01% 449
2020
Q2 		$2.24M Sell
51,804
-16,408
-24% -$648K ﹤0.01% 409
2020
Q1 		$2.24M Buy
68,212
+68,200
+568,333% +$2.53M ﹤0.01% 409
2019
Q4 		$0 Sell
12
-4,028
-100% -$143K ﹤0.01% 719
2019
Q3 		$136K Buy
+4,040
New +$143K ﹤0.01% 654
2018
Q4 		– Sell
-85,607
Closed -$4.4M – 718
2018
Q3 		$4.4M Buy
85,607
+7,610
+10% +$381K 0.01% 478
2018
Q2 		$3.93M Sell
77,997
-7,877
-9% -$399K ﹤0.01% 516
2018
Q1 		$4.39M Sell
85,874
-20,943
-20% -$1.12M 0.01% 502
2017
Q4 		$5.61M Sell
106,817
-20,997
-16% -$1.04M 0.01% 473
2017
Q3 		$6.25M Hold
127,814
– – 0.01% 463
2017
Q2 		$6.18M Sell
127,814
-12,511
-9% -$576K 0.01% 446
2017
Q1 		$5.91M Sell
140,325
-16,716
-11% -$691K 0.01% 472
2016
Q4 		$6.63M Sell
157,041
-8,462
-5% -$345K 0.01% 450
2016
Q3 		$7.24M Hold
165,503
– – 0.01% 438
2016
Q2 		$7.21M Buy
165,503
+1,603
+1% +$69.1K 0.01% 436
2016
Q1 		$7.22M Sell
163,900
-4,389
-3% -$186K 0.01% 416
2015
Q4 		$7.04M Hold
168,289
– – 0.01% 438
2015
Q3 		$6.57M Sell
168,289
-25,347
-13% -$1.03M 0.01% 441
2015
Q2 		$8.05M Sell
193,636
-18,879
-9% -$807K 0.01% 432
2015
Q1 		$8.81M Sell
212,515
-13,000
-6% -$502K 0.01% 427
2014
Q4 		$8.38M Hold
225,515
– – 0.01% 436
2014
Q3 		$7.83M Hold
225,515
– – 0.01% 435
2014
Q2 		$7.55M Buy
225,515
+1,989
+0.9% +$66.3K 0.01% 439
2014
Q1 		$7.79M Sell
223,526
-22,791
-9% -$798K 0.01% 442
2013
Q4 		$8.76M Buy
246,317
+26,877
+12% +$901K 0.02% 417
2013
Q3 		$7.11M Buy
+219,440
New +$7.15M 0.02% 421

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Boston Partners's FMS Position: Q1 2021 in Review

Boston Partners sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 35,118 shares — an estimated $1.46M sold.

Boston Partners first reported a position in FMS in Q3 2013 and held it in 27 quarters. The position peaked at $8.81M in Q1 2015. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

  • Boston Partners reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
  • Boston Partners sold 35,118 Fresenius Medical Care shares in Q1 2021, an estimated $1.46M.
  • Boston Partners first reported a position in Fresenius Medical Care in Q3 2013 and held it in 27 quarters.
  • Boston Partners's Fresenius Medical Care position peaked at $8.81M in Q1 2015.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Boston Partners's 13F filing for Q1 2021, filed 10 May 2021.