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Cascade Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Cascade Investment Advisors’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
-28,815
Closed -$719K – 142
2022
Q2 		$719K Sell
28,815
-3,445
-11% -$103K 0.56% 86
2022
Q1 		$1.09M Buy
32,260
+725
+2% +$23.8K 0.66% 79
2021
Q4 		$1.02M Buy
31,535
+1,020
+3% +$33.6K 0.6% 87
2021
Q3 		$1.07M Buy
30,515
+465
+2% +$18.2K 0.7% 78
2021
Q2 		$1.25M Buy
30,050
+190
+0.6% +$7.59K 0.79% 69
2021
Q1 		$1.1M Buy
29,860
+5,670
+23% +$214K 0.72% 79
2020
Q4 		$1.01M Buy
24,190
+75
+0.3% +$3.13K 0.74% 74
2020
Q3 		$1.02M Buy
24,115
+200
+0.8% +$8.63K 0.87% 46
2020
Q2 		$1.04M Buy
23,915
+445
+2% +$17.6K 0.98% 39
2020
Q1 		$770K Buy
23,470
+3,930
+20% +$146K 0.85% 53
2019
Q4 		$720K Buy
+19,540
New +$693K 0.55% 82

Other funds holding FMS

Pzena Investment Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cascade Investment Advisors's FMS Position: Q3 2022 in Review

Cascade Investment Advisors sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 28,815 shares — an estimated $719K sold.

Cascade Investment Advisors first reported a position in FMS in Q4 2019 and held it in 11 quarters. The position peaked at $1.25M in Q2 2021. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

  • Cascade Investment Advisors reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
  • Cascade Investment Advisors sold 28,815 Fresenius Medical Care shares in Q3 2022, an estimated $719K.
  • Cascade Investment Advisors first reported a position in Fresenius Medical Care in Q4 2019 and held it in 11 quarters.
  • Cascade Investment Advisors's Fresenius Medical Care position peaked at $1.25M in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Cascade Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.