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FDx Advisors’s Fresenius Medical Care FMS Stock Holding History

FDx 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
2022
Q2 		– Sell
-9,344
Closed -$315K – 830
2022
Q1 		$315K Buy
+9,344
New +$307K 0.01% 649
2021
Q4 		– Sell
-8,457
Closed -$296K – 856
2021
Q3 		$296K Sell
8,457
-1,139
-12% -$44.5K 0.01% 671
2021
Q2 		$399K Sell
9,596
-217
-2% -$8.67K 0.01% 574
2021
Q1 		$362K Buy
+9,813
New +$371K 0.01% 570
2019
Q1 		– Sell
-21,459
Closed -$695K – 793
2018
Q4 		$695K Buy
21,459
+1,127
+6% +$45.5K 0.06% 245
2018
Q3 		$1.04M Buy
20,332
+877
+5% +$43.9K 0.04% 332
2018
Q2 		$980K Buy
19,455
+1,650
+9% +$83.7K 0.04% 369
2018
Q1 		$909K Buy
17,805
+1,420
+9% +$75.7K 0.03% 540
2017
Q4 		$861K Sell
16,385
-2,796
-15% -$139K 0.02% 600
2017
Q3 		$938K Buy
19,181
+6,144
+47% +$292K 0.03% 544
2017
Q2 		$630K Buy
13,037
+3,679
+39% +$169K 0.02% 688
2017
Q1 		$394K Buy
9,358
+2,905
+45% +$120K 0.01% 871
2016
Q4 		$272K Buy
6,453
+946
+17% +$38.6K 0.01% 978
2016
Q3 		$241K Sell
5,507
-90
-2% -$4.03K 0.01% 829
2016
Q2 		$244K Buy
5,597
+51
+0.9% +$2.2K 0.01% 795
2016
Q1 		$244K Buy
5,546
+714
+15% +$30.2K 0.01% 807
2015
Q4 		$202K Buy
+4,832
New +$204K 0.01% 819
2015
Q3 		– Sell
-26,477
Closed -$1.1M – 780
2015
Q2 		$1.1M Sell
26,477
-1,323
-5% -$56.5K 0.05% 303
2015
Q1 		$1.15M Sell
27,800
-8,531
-23% -$329K 0.03% 541
2014
Q4 		$1.35M Sell
36,331
-8,263
-19% -$298K 0.08% 231
2014
Q3 		$1.55M Sell
44,594
-35,367
-44% -$1.22M 0.1% 205
2014
Q2 		$2.68M Sell
79,961
-7,307
-8% -$244K 0.18% 125
2014
Q1 		$3.04M Buy
87,268
+3,380
+4% +$118K 0.25% 79
2013
Q4 		$2.98M Sell
83,888
-10,410
-11% -$349K 0.3% 66
2013
Q3 		$3.05M Sell
94,298
-1,612
-2% -$52.5K 0.36% 50
2013
Q2 		$3.38M Buy
+95,910
New +$3.33M 0.45% 37

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDx Advisors's FMS Position: Q2 2022 in Review

FDx Advisors sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 9,344 shares — an estimated $315K sold.

FDx Advisors first reported a position in FMS in Q2 2013 and held it in 26 quarters. The position peaked at $3.38M in Q2 2013. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

  • FDx Advisors reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
  • FDx Advisors sold 9,344 Fresenius Medical Care shares in Q2 2022, an estimated $315K.
  • FDx Advisors first reported a position in Fresenius Medical Care in Q2 2013 and held it in 26 quarters.
  • FDx Advisors's Fresenius Medical Care position peaked at $3.38M in Q2 2013.
  • 166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.