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Concourse Financial Group Securities’s Fresenius Medical Care FMS Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,525
Closed -$35.3K – 744
2024
Q4 		$35.3K Hold
1,525
– – ﹤0.01% 1343
2024
Q3 		$32.5K Hold
1,525
– – ﹤0.01% 1348
2024
Q2 		$29.1K Sell
1,525
-250
-14% -$5.1K ﹤0.01% 1404
2024
Q1 		$34.2K Hold
1,775
– – ﹤0.01% 1346
2023
Q4 		$37K Hold
1,775
– – ﹤0.01% 1250
2023
Q3 		$38.2K Hold
1,775
– – ﹤0.01% 1176
2023
Q2 		$42.5K Hold
1,775
– – ﹤0.01% 1161
2023
Q1 		$37.7K Buy
1,775
+575
+48% +$11K ﹤0.01% 1209
2022
Q4 		$19.6K Buy
+1,200
New +$17.8K ﹤0.01% 1468
2022
Q3 		– Sell
-36
Closed -$681 – 2139
2022
Q2 		$1K Hold
36
– – ﹤0.01% 2098
2022
Q1 		$1K Buy
36
+15
+71% +$493 ﹤0.01% 2096
2021
Q4 		$1K Hold
21
– – ﹤0.01% 2287
2021
Q3 		$1K Sell
21
-204
-91% -$7.97K ﹤0.01% 2312
2021
Q2 		$9K Sell
225
-14
-6% -$560 ﹤0.01% 1901
2021
Q1 		$9K Buy
+239
New +$9.04K ﹤0.01% 1790
2020
Q4 		– Sell
-110
Closed -$4.58K – 2310
2020
Q3 		$5K Buy
+110
New +$4.74K ﹤0.01% 1771
2020
Q2 		– Sell
-51
Closed -$2.02K – 2134
2020
Q1 		$2K Buy
+51
New +$1.9K ﹤0.01% 1882
2019
Q1 		– Sell
-601
Closed -$22.4K – 2307
2018
Q4 		$19K Buy
601
+165
+38% +$6.66K ﹤0.01% 1173
2018
Q3 		$22K Buy
+436
New +$21.8K 0.01% 825

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concourse Financial Group Securities's FMS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 1,525 shares — an estimated $35.3K sold.

Concourse Financial Group Securities first reported a position in FMS in Q3 2018 and held it in 19 quarters. The position peaked at $42.5K in Q2 2023. 202 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,525 Fresenius Medical Care shares in Q1 2025, an estimated $35.3K.
  • Concourse Financial Group Securities first reported a position in Fresenius Medical Care in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's Fresenius Medical Care position peaked at $42.5K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.