Connor, Clark & Lunn Investment Management (CC&L)’s Fresenius Medical Care FMS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-19,706	Closed	-$420K	–	1479
2024 Q3	$420K	Buy	+19,706	New	+$388K	﹤0.01%	1142
2022 Q3	–	Sell	-48,589	Closed	-$1.21M	–	1155
2022 Q2	$1.21M	Buy	+48,589	New	+$1.45M	0.01%	576
2020 Q1	–	Sell	-73,400	Closed	-$2.7M	–	1065
2019 Q4	$2.7M	Buy	+73,400	New	+$2.6M	0.02%	363
2018 Q4	–	Sell	-5,080	Closed	-$261K	–	980
2018 Q3	$261K	Buy	+5,080	New	+$254K	﹤0.01%	809

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s FMS Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 19,706 shares — an estimated $420K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in FMS in Q3 2018 and held it in 4 quarters. The position peaked at $2.7M in Q4 2019. 190 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 19,706 Fresenius Medical Care shares in Q4 2024, an estimated $420K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Fresenius Medical Care in Q3 2018 and held it in 4 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Fresenius Medical Care position peaked at $2.7M in Q4 2019.
190 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.