Dynamic Technology Lab’s Fresenius Medical Care FMS Stock Holding History

Dynamic Technology Lab’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 Q2	–	Sell	-13,644	Closed	-$263K	–	1095
2024 Q1	$263K	Buy	+13,644	New	+$270K	0.03%	827
2022 Q4	–	Sell	-20,972	Closed	-$294K	–	1236
2022 Q3	$294K	Buy	20,972 +8,352	+66%	+$158K	0.03%	813
2022 Q2	$315K	Buy	+12,620	New	+$377K	0.04%	744
2020 Q4	–	Sell	-7,605	Closed	-$323K	–	1101
2020 Q3	$323K	Buy	+7,605	New	+$328K	0.05%	631
2019 Q3	–	Sell	-6,588	Closed	-$259K	–	1055
2019 Q2	$259K	Buy	+6,588	New	+$261K	0.04%	708
2017 Q4	–	Sell	-10,794	Closed	-$527K	–	1103
2017 Q3	$527K	Buy	+10,794	New	+$513K	0.09%	418
2017 Q2	–	Sell	-11,984	Closed	-$505K	–	1119
2017 Q1	$505K	Buy	+11,984	New	+$495K	0.12%	302

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Dynamic Technology Lab's FMS Position: Q2 2024 in Review

Dynamic Technology Lab sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 13,644 shares — an estimated $263K sold.

Dynamic Technology Lab first reported a position in FMS in Q1 2017 and held it in 7 quarters. The position peaked at $527K in Q3 2017. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

Dynamic Technology Lab reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
Dynamic Technology Lab sold 13,644 Fresenius Medical Care shares in Q2 2024, an estimated $263K.
Dynamic Technology Lab first reported a position in Fresenius Medical Care in Q1 2017 and held it in 7 quarters.
Dynamic Technology Lab's Fresenius Medical Care position peaked at $527K in Q3 2017.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Dynamic Technology Lab's 13F filing for Q2 2024, filed 15 Aug 2024.