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Curi RMB Capital’s Fresenius Medical Care FMS Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-56,441
Closed -$2.35M – 489
2020
Q4 		$2.35M Sell
56,441
-19,281
-25% -$804K 0.09% 198
2020
Q3 		$3.22M Buy
75,722
+523
+0.7% +$22.6K 0.14% 150
2020
Q2 		$3.25M Buy
75,199
+3,460
+5% +$137K 0.14% 150
2020
Q1 		$2.35M Buy
+71,739
New +$2.67M 0.11% 182
2017
Q4 		– Sell
-6,257
Closed -$306K – 917
2017
Q3 		$306K Buy
6,257
+244
+4% +$11.6K 0.01% 592
2017
Q2 		$290K Buy
6,013
+791
+15% +$36.4K 0.01% 610
2017
Q1 		$220K Buy
+5,222
New +$216K 0.01% 497
2014
Q1 		– Sell
-5,925
Closed -$211K – 382
2013
Q4 		$211K Sell
5,925
-999
-14% -$33.5K 0.01% 344
2013
Q3 		$224K Sell
6,924
-2,970
-30% -$96.7K 0.02% 339
2013
Q2 		$349K Buy
+9,894
New +$344K 0.03% 269

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Curi RMB Capital's FMS Position: Q1 2021 in Review

Curi RMB Capital sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 56,441 shares — an estimated $2.35M sold.

Curi RMB Capital first reported a position in FMS in Q2 2013 and held it in 10 quarters. The position peaked at $3.25M in Q2 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

  • Curi RMB Capital reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
  • Curi RMB Capital sold 56,441 Fresenius Medical Care shares in Q1 2021, an estimated $2.35M.
  • Curi RMB Capital first reported a position in Fresenius Medical Care in Q2 2013 and held it in 10 quarters.
  • Curi RMB Capital's Fresenius Medical Care position peaked at $3.25M in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Curi RMB Capital's 13F filing for Q1 2021, filed 12 May 2021.