FORA Capital’s Fresenius Medical Care FMS Stock Holding History

FORA Capital’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
2021 Q3	–	Sell	-1,830	Closed	-$76K	–	529
2021 Q2	$76K	Buy	+1,830	New	+$73.2K	0.01%	646
2020 Q3	–	Sell	-372	Closed	-$16K	–	757
2020 Q2	$16K	Sell	372 -1,625	-81%	-$64.2K	0.01%	842
2020 Q1	$66K	Sell	1,997 -3,816	-66%	-$142K	0.01%	709
2019 Q4	$214K	Buy	+5,813	New	+$206K	0.02%	594

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

FORA Capital's FMS Position: Q3 2021 in Review

FORA Capital sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 1,830 shares — an estimated $76K sold.

FORA Capital first reported a position in FMS in Q4 2019 and held it in 4 quarters. The position peaked at $214K in Q4 2019. 159 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

FORA Capital reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
FORA Capital sold 1,830 Fresenius Medical Care shares in Q3 2021, an estimated $76K.
FORA Capital first reported a position in Fresenius Medical Care in Q4 2019 and held it in 4 quarters.
FORA Capital's Fresenius Medical Care position peaked at $214K in Q4 2019.
159 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.