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Catalyst Funds Management’s Fresenius Medical Care FMS Stock Holding History

Catalyst Funds Management’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
2024
Q3 		– Sell
-900
Closed -$17.2K – 1400
2024
Q2 		$17.2K Hold
900
– – ﹤0.01% 726
2024
Q1 		$17.4K Buy
+900
New +$17.8K ﹤0.01% 794

Other funds holding FMS

Pzena Investment Management
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catalyst Funds Management's FMS Position: Q3 2024 in Review

Catalyst Funds Management sold out of Fresenius Medical Care (FMS) in Q3 2024, closing a stake of 900 shares — an estimated $17.2K sold.

Catalyst Funds Management first reported a position in FMS in Q1 2024 and held it in 2 quarters. The position peaked at $17.4K in Q1 2024. 167 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

  • Catalyst Funds Management reported no remaining Fresenius Medical Care position as of Q3 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 900 Fresenius Medical Care shares in Q3 2024, an estimated $17.2K.
  • Catalyst Funds Management first reported a position in Fresenius Medical Care in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Fresenius Medical Care position peaked at $17.4K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.