Financial Gravity Asset Management’s Fresenius Medical Care FMS Stock Holding History

Financial Gravity Asset 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 Q3	–	Sell	-24	Closed	-$49	–	1433
2023 Q2	$49	Buy	+24	New	+$550	﹤0.01%	1397
2023 Q1	–	Sell	-16	Closed	-$10	–	1326
2022 Q4	$10	Buy	+16	New	+$237	﹤0.01%	1365
2021 Q1	–	Sell	-1	Closed	–	–	814
2020 Q4	$0	Buy	+1	New	+$42	﹤0.01%	552
2020 Q2	–	Sell	-3	Closed	-$90	–	332
2020 Q1	$90	Sell	3 -6	-67%	-$223	﹤0.01%	901
2019 Q4	$37K	Sell	9 -3	-25%	-$106	0.03%	783
2019 Q3	$0	Buy	12 +3	+33%	+$106	﹤0.01%	1319
2019 Q2	$0	Sell	9 -15	-63%	-$594	﹤0.01%	1378
2019 Q1	$1K	Buy	+24	New	+$895	﹤0.01%	1103
2018 Q3	$33K	Sell	840 -2	-0.2%	-$100	0.03%	411
2018 Q2	$40K	Buy	842 +118	+16%	+$5.98K	0.04%	378
2018 Q1	$37K	Buy	+724	New	+$38.6K	0.04%	410

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Gravity Asset Management's FMS Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Fresenius Medical Care (FMS) in Q3 2023, closing a stake of 24 shares — an estimated $49 sold.

Financial Gravity Asset Management first reported a position in FMS in Q1 2018 and held it in 11 quarters. The position peaked at $40K in Q2 2018. 148 funds tracked by Wall St. Rank hold FMS as of Q3 2023.

Financial Gravity Asset Management reported no remaining Fresenius Medical Care position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 24 Fresenius Medical Care shares in Q3 2023, an estimated $49.
Financial Gravity Asset Management first reported a position in Fresenius Medical Care in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Fresenius Medical Care position peaked at $40K in Q2 2018.
148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.