GI
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Gradient Investments’s Fresenius Medical Care FMS Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-39
Closed -$812 – 1441
2023
Q4 		$812 Hold
39
– – ﹤0.01% 1491
2023
Q3 		$840 Hold
39
– – ﹤0.01% 1423
2023
Q2 		$933 Buy
+39
New +$894 ﹤0.01% 1383
2019
Q4 		– Sell
-12
Closed – – 1137
2019
Q3 		$0 Buy
+12
New +$425 ﹤0.01% 1144

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gradient Investments's FMS Position: Q1 2024 in Review

Gradient Investments sold out of Fresenius Medical Care (FMS) in Q1 2024, closing a stake of 39 shares — an estimated $812 sold.

Gradient Investments first reported a position in FMS in Q3 2019 and held it in 4 quarters. The position peaked at $933 in Q2 2023. 172 funds tracked by Wall St. Rank hold FMS as of Q1 2024.

  • Gradient Investments reported no remaining Fresenius Medical Care position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 39 Fresenius Medical Care shares in Q1 2024, an estimated $812.
  • Gradient Investments first reported a position in Fresenius Medical Care in Q3 2019 and held it in 4 quarters.
  • Gradient Investments's Fresenius Medical Care position peaked at $933 in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.