Gemmer Asset Management’s Fresenius Medical Care FMS Stock Holding History

Gemmer Asset 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
2021 Q4	–	Sell	-41	Closed	-$1K	–	1278
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	1237
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	1402
2021 Q1	$2K	Sell	41 -16	-28%	-$605	﹤0.01%	1371
2020 Q4	$2K	Buy	57 +16	+39%	+$667	﹤0.01%	1319
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	1183
2020 Q2	$2K	Sell	41 -26	-39%	-$1.03K	﹤0.01%	1165
2020 Q1	$2K	Buy	+67	New	+$2.49K	﹤0.01%	1056
2019 Q3	–	Sell	-40	Closed	-$2K	–	1412
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1239
2019 Q1	$2K	Buy	+40	New	+$1.49K	﹤0.01%	1269
2018 Q2	–	Sell	-29	Closed	-$1K	–	1420
2018 Q1	$1K	Buy	+29	New	+$1.55K	﹤0.01%	1361

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

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

TBC

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gemmer Asset Management's FMS Position: Q4 2021 in Review

Gemmer Asset Management sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 41 shares — an estimated $1K sold.

Gemmer Asset Management first reported a position in FMS in Q1 2018 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

Gemmer Asset Management reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
Gemmer Asset Management sold 41 Fresenius Medical Care shares in Q4 2021, an estimated $1K.
Gemmer Asset Management first reported a position in Fresenius Medical Care in Q1 2018 and held it in 10 quarters.
Gemmer Asset Management's Fresenius Medical Care position peaked at $2K in Q2 2021.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on Gemmer Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.