First PREMIER Bank’s Fresenius Medical Care FMS Stock Holding History

First PREMIER Bank’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	-1,290	Closed	-$27K	–	379
2023 Q1	$27K	Hold	1,290	–	–	0.01%	288
2022 Q4	$21K	Hold	1,290	–	–	0.01%	293
2022 Q3	$18K	Hold	1,290	–	–	0.01%	310
2022 Q2	$32K	Hold	1,290	–	–	0.01%	265
2022 Q1	$43K	Hold	1,290	–	–	0.01%	235
2021 Q4	$42K	Buy	1,290 +700	+119%	+$23K	0.01%	236
2021 Q3	$21K	Hold	590	–	–	0.01%	280
2021 Q2	$25K	Hold	590	–	–	0.01%	273
2021 Q1	$22K	Buy	+590	New	+$22.3K	0.01%	253

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

First PREMIER Bank's FMS Position: Q2 2023 in Review

First PREMIER Bank sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 1,290 shares — an estimated $27K sold.

First PREMIER Bank first reported a position in FMS in Q1 2021 and held it in 9 quarters. The position peaked at $43K in Q1 2022. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

First PREMIER Bank reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
First PREMIER Bank sold 1,290 Fresenius Medical Care shares in Q2 2023, an estimated $27K.
First PREMIER Bank first reported a position in Fresenius Medical Care in Q1 2021 and held it in 9 quarters.
First PREMIER Bank's Fresenius Medical Care position peaked at $43K in Q1 2022.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on First PREMIER Bank's 13F filing for Q2 2023, filed 13 Jul 2023.