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Eagle Asset Management’s Fresenius Medical Care FMS Stock Holding History

Eagle Asset Management’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
Q1 		– Sell
-14,861
Closed -$310K – 582
2023
Q4 		$310K Sell
14,861
-551
-4% -$10.6K ﹤0.01% 533
2023
Q3 		$332K Buy
+15,412
New +$374K ﹤0.01% 513
2020
Q4 		– Sell
-8,328
Closed -$353K – 607
2020
Q3 		$353K Sell
8,328
-357
-4% -$15.4K ﹤0.01% 526
2020
Q2 		$372K Sell
8,685
-119
-1% -$4.7K ﹤0.01% 529
2020
Q1 		$288K Sell
8,804
-450
-5% -$16.7K ﹤0.01% 581
2019
Q4 		$340K Buy
9,254
+551
+6% +$19.5K ﹤0.01% 611
2019
Q3 		$292K Buy
8,703
+22
+0.3% +$780 ﹤0.01% 607
2019
Q2 		$340K Buy
+8,681
New +$344K ﹤0.01% 608
2017
Q2 		– Sell
-8,146
Closed -$343K – 646
2017
Q1 		$343K Buy
8,146
+1,254
+18% +$51.8K ﹤0.01% 611
2016
Q4 		$290K Buy
6,892
+789
+13% +$32.2K ﹤0.01% 608
2016
Q3 		$267K Buy
6,103
+9
+0.1% +$403 ﹤0.01% 611
2016
Q2 		$265K Hold
6,094
– – ﹤0.01% 610
2016
Q1 		$268K Buy
+6,094
New +$258K ﹤0.01% 603

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Eagle Asset Management's FMS Position: Q1 2024 in Review

Eagle Asset Management sold out of Fresenius Medical Care (FMS) in Q1 2024, closing a stake of 14,861 shares — an estimated $310K sold.

Eagle Asset Management first reported a position in FMS in Q1 2016 and held it in 13 quarters. The position peaked at $372K in Q2 2020. 172 funds tracked by Wall St. Rank hold FMS as of Q1 2024.

  • Eagle Asset Management reported no remaining Fresenius Medical Care position as of Q1 2024 after selling out during the quarter.
  • Eagle Asset Management sold 14,861 Fresenius Medical Care shares in Q1 2024, an estimated $310K.
  • Eagle Asset Management first reported a position in Fresenius Medical Care in Q1 2016 and held it in 13 quarters.
  • Eagle Asset Management's Fresenius Medical Care position peaked at $372K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2024.

Based on Eagle Asset Management's 13F filing for Q1 2024, filed 9 May 2024.