CoreFirst Bank & Trust’s Fresenius Medical Care FMS Stock Holding History

CoreFirst Bank & Trust’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 Q4	–	Sell	-331	Closed	-$12K	–	426
2021 Q3	$12K	Buy	331 +253	+324%	+$9.88K	0.01%	379
2021 Q2	$3K	Hold	78	–	–	﹤0.01%	433
2021 Q1	$3K	Sell	78 -236	-75%	-$8.93K	﹤0.01%	431
2020 Q4	$13K	Buy	+314	New	+$13.1K	0.01%	339

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

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

CoreFirst Bank & Trust's FMS Position: Q4 2021 in Review

CoreFirst Bank & Trust sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 331 shares — an estimated $12K sold.

CoreFirst Bank & Trust first reported a position in FMS in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

CoreFirst Bank & Trust reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
CoreFirst Bank & Trust sold 331 Fresenius Medical Care shares in Q4 2021, an estimated $12K.
CoreFirst Bank & Trust first reported a position in Fresenius Medical Care in Q4 2020 and held it in 4 quarters.
CoreFirst Bank & Trust's Fresenius Medical Care position peaked at $13K in Q4 2020.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2021, filed 10 Feb 2022.