Ergoteles’s Fresenius Medical Care FMS Stock Holding History

Ergoteles’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 Q4	–	Sell	-69,697	Closed	-$979K	–	1595
2022 Q3	$979K	Buy	+69,697	New	+$1.32M	0.03%	492
2021 Q3	–	Sell	-6,100	Closed	-$254K	–	1366
2021 Q2	$254K	Buy	+6,100	New	+$244K	0.01%	1153

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

Ergoteles's FMS Position: Q4 2022 in Review

Ergoteles sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 69,697 shares — an estimated $979K sold.

Ergoteles first reported a position in FMS in Q2 2021 and held it in 2 quarters. The position peaked at $979K in Q3 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

Ergoteles reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 69,697 Fresenius Medical Care shares in Q4 2022, an estimated $979K.
Ergoteles first reported a position in Fresenius Medical Care in Q2 2021 and held it in 2 quarters.
Ergoteles's Fresenius Medical Care position peaked at $979K in Q3 2022.
155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.