DCF Advisers’s Fresenius Medical Care FMS Stock Holding History

DCF Advisers’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 Q2	–	Sell	-43,400	Closed	-$1.6M	–	104
2021 Q1	$1.6M	Sell	43,400 -29,100	-40%	-$1.1M	0.7%	39
2020 Q4	$3.01M	Hold	72,500	–	–	1.24%	24
2020 Q3	$3.08M	Buy	72,500 +6,000	+9%	+$259K	1.57%	22
2020 Q2	$2.88M	Hold	66,500	–	–	1.61%	20
2020 Q1	$2.18M	Buy	66,500 +29,000	+77%	+$1.08M	1.43%	23
2019 Q4	$1.38M	Buy	+37,500	New	+$1.33M	0.87%	31

Other funds holding FMS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

TBC

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DCF Advisers's FMS Position: Q2 2021 in Review

DCF Advisers sold out of Fresenius Medical Care (FMS) in Q2 2021, closing a stake of 43,400 shares — an estimated $1.6M sold.

DCF Advisers first reported a position in FMS in Q4 2019 and held it in 6 quarters. The position peaked at $3.08M in Q3 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q2 2021.

DCF Advisers reported no remaining Fresenius Medical Care position as of Q2 2021 after selling out during the quarter.
DCF Advisers sold 43,400 Fresenius Medical Care shares in Q2 2021, an estimated $1.6M.
DCF Advisers first reported a position in Fresenius Medical Care in Q4 2019 and held it in 6 quarters.
DCF Advisers's Fresenius Medical Care position peaked at $3.08M in Q3 2020.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2021.

Based on DCF Advisers's 13F filing for Q2 2021, filed 13 Aug 2021.