FNY Investment Advisers’s Fresenius Medical Care FMS Stock Holding History

FNY Investment Advisers’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	-10,001	Closed	-$212K	–	585
2023 Q1	$212K	Buy	+10,001	New	+$191K	0.24%	72
2020 Q2	–	Sell	-10,001	Closed	-$328K	–	461
2020 Q1	$328K	Buy	+10,001	New	+$372K	0.25%	85
2019 Q4	–	Sell	-700	Closed	-$24.8K	–	888
2019 Q3	$23K	Buy	+700	New	+$24.8K	0.01%	489
2019 Q2	–	Sell	-10,000	Closed	-$405K	–	1020
2019 Q1	$405K	Sell	10,000 -8,000	-44%	-$298K	0.14%	92
2018 Q4	$583K	Buy	+18,000	New	+$727K	0.2%	67

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

FNY Investment Advisers's FMS Position: Q2 2023 in Review

FNY Investment Advisers sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 10,001 shares — an estimated $212K sold.

FNY Investment Advisers first reported a position in FMS in Q4 2018 and held it in 5 quarters. The position peaked at $583K in Q4 2018. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

FNY Investment Advisers reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
FNY Investment Advisers sold 10,001 Fresenius Medical Care shares in Q2 2023, an estimated $212K.
FNY Investment Advisers first reported a position in Fresenius Medical Care in Q4 2018 and held it in 5 quarters.
FNY Investment Advisers's Fresenius Medical Care position peaked at $583K in Q4 2018.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on FNY Investment Advisers's 13F filing for Q2 2023, filed 11 Jul 2023.