Endurance Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Endurance Wealth 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
2023 Q2	$2K	Hold	69	–	–	﹤0.01%	597
2023 Q1	$1K	Hold	69	–	–	﹤0.01%	623
2022 Q4	$1K	Hold	69	–	–	﹤0.01%	611
2022 Q3	$1K	Hold	69	–	–	﹤0.01%	591
2022 Q2	$2K	Hold	69	–	–	﹤0.01%	577
2022 Q1	$2K	Hold	69	–	–	﹤0.01%	605
2021 Q4	$2K	Hold	69	–	–	﹤0.01%	587
2021 Q3	$2K	Hold	69	–	–	﹤0.01%	599
2021 Q2	$2K	Hold	69	–	–	﹤0.01%	601
2021 Q1	$3K	Hold	69	–	–	﹤0.01%	587
2020 Q4	$3K	Hold	69	–	–	﹤0.01%	554
2020 Q3	$3K	Hold	69	–	–	﹤0.01%	548
2020 Q2	$3K	Hold	69	–	–	﹤0.01%	536
2020 Q1	$2K	Buy	+69	New	+$2.56K	﹤0.01%	508

Other funds holding FMS

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Endurance Wealth Management's FMS Position: Q2 2023 in Review

Endurance Wealth Management held its Fresenius Medical Care (FMS) position steady in Q2 2023 at 69 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Endurance Wealth Management first reported a position in FMS in Q1 2020 and has held it in 14 quarters since. The position peaked at $3K in Q1 2021. 144 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

Endurance Wealth Management held 69 shares of Fresenius Medical Care worth $2K as of Q2 2023.
Endurance Wealth Management left its Fresenius Medical Care share count unchanged in Q2 2023.
Fresenius Medical Care made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #597 holding.
Endurance Wealth Management first reported a position in Fresenius Medical Care in Q1 2020 and has held it in 14 quarters since.
Endurance Wealth Management's Fresenius Medical Care position peaked at $3K in Q1 2021.
144 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.