Capital Fund Management (CFM)
FMS icon

Capital Fund Management (CFM)’s Fresenius Medical Care FMS Stock Holding History

Capital Fund Management (CFM)’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
2023
Q4 		– Sell
-13,936
Closed -$300K – 2163
2023
Q3 		$300K Buy
+13,936
New +$338K ﹤0.01% 1869
2019
Q3 		– Sell
-5,200
Closed -$204K – 1749
2019
Q2 		$204K Buy
+5,200
New +$206K ﹤0.01% 1517
2019
Q1 		– Sell
-9,600
Closed -$311K – 1812
2018
Q4 		$311K Buy
+9,600
New +$388K ﹤0.01% 1590
2018
Q2 		– Sell
-5,100
Closed -$261K – 2085
2018
Q1 		$261K Buy
+5,100
New +$272K ﹤0.01% 1673
2013
Q3 		– Sell
-16,300
Closed -$575K – 1677
2013
Q2 		$575K Buy
+16,300
New +$567K 0.01% 965

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Fund Management (CFM)'s FMS Position: Q4 2023 in Review

Capital Fund Management (CFM) sold out of Fresenius Medical Care (FMS) in Q4 2023, closing a stake of 13,936 shares — an estimated $300K sold.

Capital Fund Management (CFM) first reported a position in FMS in Q2 2013 and held it in 5 quarters. The position peaked at $575K in Q2 2013. 160 funds tracked by Wall St. Rank hold FMS as of Q4 2023.

  • Capital Fund Management (CFM) reported no remaining Fresenius Medical Care position as of Q4 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 13,936 Fresenius Medical Care shares in Q4 2023, an estimated $300K.
  • Capital Fund Management (CFM) first reported a position in Fresenius Medical Care in Q2 2013 and held it in 5 quarters.
  • Capital Fund Management (CFM)'s Fresenius Medical Care position peaked at $575K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2023, filed 14 Feb 2024.