EP Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

EP Wealth Advisors’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	–	Sell	-2,860	Closed	-$2.9M	–	693
2023 Q1	$2.9M	Sell	2,860 -9,588	-77%	-$184K	0.05%	196
2022 Q4	$203K	Sell	12,448 -354	-3%	-$5.25K	﹤0.01%	548
2022 Q3	$180K	Hold	12,802	–	–	﹤0.01%	310
2022 Q2	$319K	Hold	12,802	–	–	0.01%	468
2022 Q1	$431K	Hold	12,802	–	–	0.01%	408
2021 Q4	$416K	Hold	12,802	–	–	0.01%	392
2021 Q3	$448K	Hold	12,802	–	–	0.01%	351
2021 Q2	$532K	Hold	12,802	–	–	0.01%	326
2021 Q1	$472K	Hold	12,802	–	–	0.02%	337
2020 Q4	$532K	Hold	12,802	–	–	0.02%	256
2020 Q3	$544K	Buy	+12,802	New	+$552K	0.02%	216
2020 Q2	–	Sell	-12,802	Closed	-$506K	–	232
2020 Q1	$420K	Buy	+12,802	New	+$476K	0.02%	271

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

TBC

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

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

EP Wealth Advisors's FMS Position: Q2 2023 in Review

EP Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 2,860 shares — an estimated $2.9M sold.

EP Wealth Advisors first reported a position in FMS in Q1 2020 and held it in 12 quarters. The position peaked at $2.9M in Q1 2023. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

EP Wealth Advisors reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
EP Wealth Advisors sold 2,860 Fresenius Medical Care shares in Q2 2023, an estimated $2.9M.
EP Wealth Advisors first reported a position in Fresenius Medical Care in Q1 2020 and held it in 12 quarters.
EP Wealth Advisors's Fresenius Medical Care position peaked at $2.9M in Q1 2023.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.