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 $7.03B AUM 11.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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.