Clean Yield Group’s Fresenius Medical Care FMS Stock Holding History

Clean Yield Group’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	-600	Closed	-$25K	–	229
2020 Q4	$25K	Hold	600	–	–	0.01%	295
2020 Q3	$25K	Hold	600	–	–	0.01%	261
2020 Q2	$26K	Hold	600	–	–	0.01%	253
2020 Q1	$20K	Hold	600	–	–	0.01%	270
2019 Q4	$22K	Hold	600	–	–	0.01%	274
2019 Q3	$20K	Hold	600	–	–	0.01%	264
2019 Q2	$24K	Hold	600	–	–	0.01%	250
2019 Q1	$24K	Sell	600 -36	-6%	-$1.34K	0.01%	231
2018 Q4	$21K	Buy	+636	New	+$25.7K	0.01%	229
2017 Q2	–	Sell	-782	Closed	-$33K	–	184
2017 Q1	$33K	Buy	+782	New	+$32.3K	0.01%	216
2016 Q4	–	Sell	-782	Closed	-$34K	–	182
2016 Q3	$34K	Buy	782 +182	+30%	+$8.15K	0.01%	213
2016 Q2	$26K	Hold	600	–	–	0.01%	218
2016 Q1	$27K	Buy	+600	New	+$25.4K	0.01%	211
2015 Q2	–	Sell	-600	Closed	-$25K	–	182
2015 Q1	$25K	Buy	+600	New	+$23.2K	0.01%	239

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Clean Yield Group's FMS Position: Q1 2021 in Review

Clean Yield Group sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 600 shares — an estimated $25K sold.

Clean Yield Group first reported a position in FMS in Q1 2015 and held it in 14 quarters. The position peaked at $34K in Q3 2016. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

Clean Yield Group reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
Clean Yield Group sold 600 Fresenius Medical Care shares in Q1 2021, an estimated $25K.
Clean Yield Group first reported a position in Fresenius Medical Care in Q1 2015 and held it in 14 quarters.
Clean Yield Group's Fresenius Medical Care position peaked at $34K in Q3 2016.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.