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Coerente Capital Management’s Fresenius Medical Care FMS Stock Holding History

Coerente Capital 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
2021
Q3 		– Sell
-5,760
Closed -$239K – 41
2021
Q2 		$239K Sell
5,760
-102,209
-95% -$4.09M 0.05% 38
2021
Q1 		$3.98M Buy
+107,969
New +$4.08M 0.87% 24

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Coerente Capital Management's FMS Position: Q3 2021 in Review

Coerente Capital Management sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 5,760 shares — an estimated $239K sold.

Coerente Capital Management first reported a position in FMS in Q1 2021 and held it in 2 quarters. The position peaked at $3.98M in Q1 2021. 159 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

  • Coerente Capital Management reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
  • Coerente Capital Management sold 5,760 Fresenius Medical Care shares in Q3 2021, an estimated $239K.
  • Coerente Capital Management first reported a position in Fresenius Medical Care in Q1 2021 and held it in 2 quarters.
  • Coerente Capital Management's Fresenius Medical Care position peaked at $3.98M in Q1 2021.
  • 159 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on Coerente Capital Management's 13F filing for Q3 2021, filed 26 Oct 2021.