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Gleason Group’s Fresenius Medical Care FMS Stock Holding History

Gleason Group’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
2022
Q3 		– Sell
-156
Closed -$4K – 231
2022
Q2 		$4K Buy
156
+3
+2% +$90 ﹤0.01% 204
2022
Q1 		$5K Sell
153
-107
-41% -$3.52K ﹤0.01% 187
2021
Q4 		$8K Hold
260
– – ﹤0.01% 166
2021
Q3 		$9K Hold
260
– – ﹤0.01% 165
2021
Q2 		$11K Buy
260
+4
+2% +$160 ﹤0.01% 157
2021
Q1 		$9K Hold
256
– – ﹤0.01% 155
2020
Q4 		$11K Hold
256
– – 0.01% 144
2020
Q3 		$11K Buy
256
+3
+1% +$129 0.01% 133
2020
Q2 		$11K Sell
253
-1
-0.4% -$40 0.01% 135
2020
Q1 		$8K Buy
254
+150
+144% +$5.58K 0.01% 142
2019
Q4 		$4K Buy
+104
New +$3.69K ﹤0.01% 171

Other funds holding FMS

Pzena Investment Management
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Gleason Group's FMS Position: Q3 2022 in Review

Gleason Group sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 156 shares — an estimated $4K sold.

Gleason Group first reported a position in FMS in Q4 2019 and held it in 11 quarters. The position peaked at $11K in Q2 2021. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

  • Gleason Group reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
  • Gleason Group sold 156 Fresenius Medical Care shares in Q3 2022, an estimated $4K.
  • Gleason Group first reported a position in Fresenius Medical Care in Q4 2019 and held it in 11 quarters.
  • Gleason Group's Fresenius Medical Care position peaked at $11K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Gleason Group's 13F filing for Q3 2022, filed 11 Oct 2022.