Community Bank’s Fresenius Medical Care FMS Stock Holding History

Community Bank’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
2023 Q4	–	Sell	-100	Closed	-$2.15K	–	431
2023 Q3	$2.15K	Hold	100	–	–	﹤0.01%	397
2023 Q2	$2.39K	Hold	100	–	–	﹤0.01%	411
2023 Q1	$2.13K	Hold	100	–	–	﹤0.01%	438
2022 Q4	$1.63K	Hold	100	–	–	﹤0.01%	452
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	575
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	409
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	407
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	417
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	442
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	440
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	439
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	435
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	426
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	433
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	389
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	393
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	401
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	402
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	427
2018 Q4	$3K	Buy	+100	New	+$4.04K	﹤0.01%	436
2018 Q2	–	Sell	-80	Closed	-$4K	–	554
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	508
2017 Q4	$4K	Buy	+80	New	+$3.98K	﹤0.01%	608

Other funds holding FMS

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Community Bank's FMS Position: Q4 2023 in Review

Community Bank sold out of Fresenius Medical Care (FMS) in Q4 2023, closing a stake of 100 shares — an estimated $2.15K sold.

Community Bank first reported a position in FMS in Q4 2017 and held it in 22 quarters. The position peaked at $4K in Q2 2021. 160 funds tracked by Wall St. Rank hold FMS as of Q4 2023.

Community Bank reported no remaining Fresenius Medical Care position as of Q4 2023 after selling out during the quarter.
Community Bank sold 100 Fresenius Medical Care shares in Q4 2023, an estimated $2.15K.
Community Bank first reported a position in Fresenius Medical Care in Q4 2017 and held it in 22 quarters.
Community Bank's Fresenius Medical Care position peaked at $4K in Q2 2021.
160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2023.

Based on Community Bank's 13F filing for Q4 2023, filed 2 Feb 2024.