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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
2020
Q1 		– Sell
-300
Closed -$11K – 570
2019
Q4 		$11K Buy
+300
New +$10.6K ﹤0.01% 623

Other funds holding FMS

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Dodge & Cox
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
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
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.