Cambridge Trust’s Fresenius Medical Care FMS Stock Holding History

Cambridge Trust’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	$4.03K	Hold	209	–	–	﹤0.01%	613
2023 Q4	$4.35K	Hold	209	–	–	﹤0.01%	635
2023 Q3	$4.5K	Hold	209	–	–	﹤0.01%	639
2023 Q2	$5K	Hold	209	–	–	﹤0.01%	642
2023 Q1	$4.44K	Hold	209	–	–	﹤0.01%	686
2022 Q4	$3K	Hold	209	–	–	﹤0.01%	746
2022 Q3	$3K	Hold	209	–	–	﹤0.01%	749
2022 Q2	$5K	Hold	209	–	–	﹤0.01%	737
2022 Q1	$7K	Hold	209	–	–	﹤0.01%	785
2021 Q4	$7K	Buy	+209	New	+$6.88K	﹤0.01%	862

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cambridge Trust's FMS Position: Q1 2024 in Review

Cambridge Trust held its Fresenius Medical Care (FMS) position steady in Q1 2024 at 209 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Cambridge Trust first reported a position in FMS in Q4 2021 and has held it in 10 quarters since. The position peaked at $7K in Q1 2022. 172 funds tracked by Wall St. Rank hold FMS as of Q1 2024.

Cambridge Trust held 209 shares of Fresenius Medical Care worth $4.03K as of Q1 2024.
Cambridge Trust left its Fresenius Medical Care share count unchanged in Q1 2024.
Fresenius Medical Care made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #613 holding.
Cambridge Trust first reported a position in Fresenius Medical Care in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Fresenius Medical Care position peaked at $7K in Q1 2022.
172 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.