Capital Research Global Investors
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Capital Research Global Investors’s Fresenius Medical Care FMS Stock Holding History

Capital Research Global Investors’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
-15,096
Closed -$627K – 431
2020
Q4 		$627K Buy
15,096
+2,311
+18% +$96.3K ﹤0.01% 397
2020
Q3 		$542K Buy
12,785
+987
+8% +$42.6K ﹤0.01% 397
2020
Q2 		$506K Buy
11,798
+3,449
+41% +$136K ﹤0.01% 396
2020
Q1 		$273K Buy
8,349
+2,666
+47% +$99.1K ﹤0.01% 386
2019
Q4 		$209K Buy
5,683
+1,281
+29% +$45.4K ﹤0.01% 399
2019
Q3 		$148K Buy
4,402
+4,247
+2,740% +$150K ﹤0.01% 407
2019
Q2 		$6K Buy
155
+148
+2,114% +$5.86K ﹤0.01% 397
2019
Q1 		$0 Hold
7
– – ﹤0.01% 415
2018
Q4 		$0 Hold
7
– – ﹤0.01% 423
2018
Q3 		$0 Hold
7
– – ﹤0.01% 448
2018
Q2 		$0 Hold
7
– – ﹤0.01% 443
2018
Q1 		$0 Hold
7
– – ﹤0.01% 443
2017
Q4 		$0 Hold
7
– – ﹤0.01% 434
2017
Q3 		$0 Buy
+7
New +$333 ﹤0.01% 435

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Capital Research Global Investors's FMS Position: Q1 2021 in Review

Capital Research Global Investors sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 15,096 shares — an estimated $627K sold.

Capital Research Global Investors first reported a position in FMS in Q3 2017 and held it in 14 quarters. The position peaked at $627K in Q4 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

  • Capital Research Global Investors reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
  • Capital Research Global Investors sold 15,096 Fresenius Medical Care shares in Q1 2021, an estimated $627K.
  • Capital Research Global Investors first reported a position in Fresenius Medical Care in Q3 2017 and held it in 14 quarters.
  • Capital Research Global Investors's Fresenius Medical Care position peaked at $627K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Capital Research Global Investors's 13F filing for Q1 2021, filed 14 May 2021.