Capital Insight Partners’s Fresenius Medical Care FMS Stock Holding History

Capital Insight 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
2022 Q3	–	Sell	-70,017	Closed	-$1.75M	–	147
2022 Q2	$1.75M	Sell	70,017 -723	-1%	-$21.6K	0.41%	78
2022 Q1	$2.38M	Buy	70,740 +9,648	+16%	+$317K	0.49%	67
2021 Q4	$1.98M	Buy	+61,092	New	+$2.01M	0.4%	87

Other funds holding FMS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Insight Partners's FMS Position: Q3 2022 in Review

Capital Insight Partners sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 70,017 shares — an estimated $1.75M sold.

Capital Insight Partners first reported a position in FMS in Q4 2021 and held it in 3 quarters. The position peaked at $2.38M in Q1 2022. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

Capital Insight Partners reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
Capital Insight Partners sold 70,017 Fresenius Medical Care shares in Q3 2022, an estimated $1.75M.
Capital Insight Partners first reported a position in Fresenius Medical Care in Q4 2021 and held it in 3 quarters.
Capital Insight Partners's Fresenius Medical Care position peaked at $2.38M in Q1 2022.
141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Capital Insight Partners's 13F filing for Q3 2022, filed 20 Oct 2022.