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Freedom Investment Management’s Fresenius Medical Care FMS Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-4,915
Closed -$209K – 630
2020
Q3 		$209K Sell
4,915
-612
-11% -$26.4K 0.02% 499
2020
Q2 		$239K Sell
5,527
-537
-9% -$21.2K 0.03% 467
2020
Q1 		$239K Sell
6,064
-718
-11% -$26.7K 0.02% 578
2019
Q4 		$250K Sell
6,782
-723
-10% -$25.6K 0.02% 559
2019
Q3 		$252K Sell
7,505
-978
-12% -$34.7K 0.02% 572
2019
Q2 		$333K Sell
8,483
-754
-8% -$29.9K 0.03% 491
2019
Q1 		$374K Buy
9,237
+1,139
+14% +$42.5K 0.03% 455
2018
Q4 		$262K Sell
8,098
-9,636
-54% -$389K 0.02% 622
2018
Q3 		$896K Sell
17,734
-92
-0.5% -$4.6K 0.06% 358
2018
Q2 		$898K Buy
17,826
+2,953
+20% +$150K 0.05% 365
2018
Q1 		$760K Sell
14,873
-451
-3% -$24.1K 0.04% 455
2017
Q4 		$805K Buy
15,324
+500
+3% +$24.8K 0.04% 458
2017
Q3 		$725K Sell
14,824
-316
-2% -$15K 0.04% 455
2017
Q2 		$732K Buy
15,140
+5,773
+62% +$266K 0.04% 425
2017
Q1 		$395K Sell
9,367
-1,582
-14% -$65.4K 0.02% 635
2016
Q4 		$462K Sell
10,949
-2,766
-20% -$113K 0.03% 515
2016
Q3 		$600K Sell
13,715
-224
-2% -$10K 0.04% 398
2016
Q2 		$607K Sell
13,939
-525
-4% -$22.6K 0.04% 363
2016
Q1 		$638K Sell
14,464
-2,887
-17% -$122K 0.05% 324
2015
Q4 		$726K Buy
17,351
+13,056
+304% +$550K 0.06% 280
2015
Q3 		$211K Sell
4,295
-8,121
-65% -$331K 0.02% 598
2015
Q2 		$516K Buy
12,416
+3,793
+44% +$162K 0.05% 334
2015
Q1 		$357K Buy
8,623
+2,877
+50% +$111K 0.04% 417
2014
Q4 		$213K Buy
+5,746
New +$207K 0.03% 534

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Freedom Investment Management's FMS Position: Q4 2020 in Review

Freedom Investment Management sold out of Fresenius Medical Care (FMS) in Q4 2020, closing a stake of 4,915 shares — an estimated $209K sold.

Freedom Investment Management first reported a position in FMS in Q4 2014 and held it in 24 quarters. The position peaked at $898K in Q2 2018. 178 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

  • Freedom Investment Management reported no remaining Fresenius Medical Care position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 4,915 Fresenius Medical Care shares in Q4 2020, an estimated $209K.
  • Freedom Investment Management first reported a position in Fresenius Medical Care in Q4 2014 and held it in 24 quarters.
  • Freedom Investment Management's Fresenius Medical Care position peaked at $898K in Q2 2018.
  • 178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.