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Eaton Vance Management’s Fresenius Medical Care FMS Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-837
Closed -$28K – 2125
2021
Q4 		$28K Buy
837
+198
+31% +$6.52K ﹤0.01% 2297
2021
Q3 		$2K Sell
639
-2,707
-81% -$106K ﹤0.01% 1919
2021
Q2 		$139K Sell
3,346
-1,801
-35% -$72K ﹤0.01% 1758
2021
Q1 		$190K Sell
5,147
-161
-3% -$6.09K ﹤0.01% 1470
2020
Q4 		$221K Sell
5,308
-75
-1% -$3.13K ﹤0.01% 1398
2020
Q3 		$229K Buy
5,383
+23
+0.4% +$992 ﹤0.01% 1270
2020
Q2 		$232K Buy
+5,360
New +$212K ﹤0.01% 1240
2015
Q4 		– Sell
-7,564
Closed -$295K – 950
2015
Q3 		$295K Sell
7,564
-12
-0.2% -$489 ﹤0.01% 861
2015
Q2 		$315K Buy
7,576
+223
+3% +$9.53K ﹤0.01% 837
2015
Q1 		$305K Sell
7,353
-598
-8% -$23.1K ﹤0.01% 867
2014
Q4 		$295K Sell
7,951
-1,724
-18% -$62.1K ﹤0.01% 840
2014
Q3 		$336K Sell
9,675
-455
-4% -$15.7K ﹤0.01% 807
2014
Q2 		$340K Sell
10,130
-1,185
-10% -$39.5K ﹤0.01% 809
2014
Q1 		$394K Sell
11,315
-2,600
-19% -$91.1K ﹤0.01% 774
2013
Q4 		$495K Sell
13,915
-1,950
-12% -$65.4K ﹤0.01% 739
2013
Q3 		$514K Sell
15,865
-750
-5% -$24.4K ﹤0.01% 697
2013
Q2 		$586K Buy
+16,615
New +$578K ﹤0.01% 681

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eaton Vance Management's FMS Position: Q1 2022 in Review

Eaton Vance Management sold out of Fresenius Medical Care (FMS) in Q1 2022, closing a stake of 837 shares — an estimated $28K sold.

Eaton Vance Management first reported a position in FMS in Q2 2013 and held it in 17 quarters. The position peaked at $586K in Q2 2013. 179 funds tracked by Wall St. Rank hold FMS as of Q1 2022.

  • Eaton Vance Management reported no remaining Fresenius Medical Care position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 837 Fresenius Medical Care shares in Q1 2022, an estimated $28K.
  • Eaton Vance Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 17 quarters.
  • Eaton Vance Management's Fresenius Medical Care position peaked at $586K in Q2 2013.
  • 179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.