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Bourgeon Capital Management’s Fresenius Medical Care FMS Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-12
Closed -$250 – 198
2023
Q4 		$250 Buy
12
+5
+71% +$96 ﹤0.01% 378
2023
Q3 		$151 Buy
+7
New +$170 ﹤0.01% 380

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Goldman Sachs
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Pacer Advisors
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BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bourgeon Capital Management's FMS Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Fresenius Medical Care (FMS) in Q1 2024, closing a stake of 12 shares — an estimated $250 sold.

Bourgeon Capital Management first reported a position in FMS in Q3 2023 and held it in 2 quarters. The position peaked at $250 in Q4 2023. 172 funds tracked by Wall St. Rank hold FMS as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Fresenius Medical Care position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 12 Fresenius Medical Care shares in Q1 2024, an estimated $250.
  • Bourgeon Capital Management first reported a position in Fresenius Medical Care in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Fresenius Medical Care position peaked at $250 in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.