First Manhattan’s Fresenius Medical Care FMS Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-10	Closed	-$192	–	888
2024 Q1	$192	Sell	10 -208	-95%	-$4.12K	﹤0.01%	1378
2023 Q4	$4.54K	Buy	218 +208	+2,080%	+$4K	﹤0.01%	1207
2023 Q3	$215	Sell	10 -10	-50%	-$243	﹤0.01%	1423
2023 Q2	$478	Hold	20	–	–	﹤0.01%	1364
2023 Q1	$425	Hold	20	–	–	﹤0.01%	1463
2022 Q4	$326	Hold	20	–	–	﹤0.01%	1623
2022 Q3	$0	Hold	20	–	–	﹤0.01%	1553
2022 Q2	$0	Hold	20	–	–	﹤0.01%	1589
2022 Q1	$0	Hold	20	–	–	﹤0.01%	1624
2021 Q4	$0	Hold	20	–	–	﹤0.01%	1597
2021 Q3	$0	Hold	20	–	–	﹤0.01%	1617
2021 Q2	$0	Hold	20	–	–	﹤0.01%	1565
2021 Q1	$0	Hold	20	–	–	﹤0.01%	1493
2020 Q4	$0	Hold	20	–	–	﹤0.01%	1353
2020 Q3	$0	Hold	20	–	–	﹤0.01%	1363
2020 Q2	$0	Hold	20	–	–	﹤0.01%	1401
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1392
2019 Q4	$0	Hold	20	–	–	﹤0.01%	1319
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1352
2019 Q2	$0	Sell	20 -1,018	-98%	-$40.3K	﹤0.01%	1387
2019 Q1	$42K	Hold	1,038	–	–	﹤0.01%	982
2018 Q4	$33K	Hold	1,038	–	–	﹤0.01%	990
2018 Q3	$53K	Hold	1,038	–	–	﹤0.01%	972
2018 Q2	$52K	Hold	1,038	–	–	﹤0.01%	946
2018 Q1	$53K	Hold	1,038	–	–	﹤0.01%	949
2017 Q4	$54K	Buy	1,038 +418	+67%	+$20.8K	﹤0.01%	987
2017 Q3	$30K	Hold	620	–	–	﹤0.01%	1044
2017 Q2	$29K	Hold	620	–	–	﹤0.01%	1029
2017 Q1	$26K	Hold	620	–	–	﹤0.01%	1051
2016 Q4	$26K	Hold	620	–	–	﹤0.01%	1032
2016 Q3	$27K	Sell	620 -127	-17%	-$5.69K	﹤0.01%	1028
2016 Q2	$32K	Buy	747 +127	+20%	+$5.47K	﹤0.01%	1031
2016 Q1	$27K	Hold	620	–	–	﹤0.01%	1018
2015 Q4	$25K	Hold	620	–	–	﹤0.01%	1054
2015 Q3	$24K	Hold	620	–	–	﹤0.01%	1055
2015 Q2	$25K	Hold	620	–	–	﹤0.01%	1073
2015 Q1	$25K	Hold	620	–	–	﹤0.01%	1082
2014 Q4	$23K	Hold	620	–	–	﹤0.01%	1107
2014 Q3	$21K	Hold	620	–	–	﹤0.01%	1099
2014 Q2	$20K	Hold	620	–	–	﹤0.01%	1099
2014 Q1	$21K	Hold	620	–	–	﹤0.01%	1078
2013 Q4	$22K	Hold	620	–	–	﹤0.01%	1051
2013 Q3	$20K	Hold	620	–	–	﹤0.01%	1068
2013 Q2	$19K	Buy	+620	New	+$21.6K	﹤0.01%	1076

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

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

First Manhattan's FMS Position: Q2 2024 in Review

First Manhattan sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 10 shares — an estimated $192 sold.

First Manhattan first reported a position in FMS in Q2 2013 and held it in 44 quarters. The position peaked at $54K in Q4 2017. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

First Manhattan reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 10 Fresenius Medical Care shares in Q2 2024, an estimated $192.
First Manhattan first reported a position in Fresenius Medical Care in Q2 2013 and held it in 44 quarters.
First Manhattan's Fresenius Medical Care position peaked at $54K in Q4 2017.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.