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Greenleaf Trust’s Fresenius Medical Care FMS Stock Holding History

Greenleaf Trust’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
Q4 		– Sell
-32,816
Closed -$461K – 754
2022
Q3 		$461K Buy
+32,816
New +$620K 0.01% 423
2018
Q4 		– Sell
-8,380
Closed -$431K – 516
2018
Q3 		$431K Sell
8,380
-1,532
-15% -$76.7K 0.01% 310
2018
Q2 		$499K Buy
9,912
+1,316
+15% +$66.7K 0.01% 270
2018
Q1 		$439K Buy
8,596
+372
+5% +$19.8K 0.01% 261
2017
Q4 		$432K Hold
8,224
– – 0.01% 269
2017
Q3 		$402K Buy
8,224
+3,232
+65% +$154K 0.01% 265
2017
Q2 		$241K Buy
4,992
+126
+3% +$5.8K 0.01% 314
2017
Q1 		$205K Buy
+4,866
New +$201K ﹤0.01% 287

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Greenleaf Trust's FMS Position: Q4 2022 in Review

Greenleaf Trust sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 32,816 shares — an estimated $461K sold.

Greenleaf Trust first reported a position in FMS in Q1 2017 and held it in 8 quarters. The position peaked at $499K in Q2 2018. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

  • Greenleaf Trust reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
  • Greenleaf Trust sold 32,816 Fresenius Medical Care shares in Q4 2022, an estimated $461K.
  • Greenleaf Trust first reported a position in Fresenius Medical Care in Q1 2017 and held it in 8 quarters.
  • Greenleaf Trust's Fresenius Medical Care position peaked at $499K in Q2 2018.
  • 155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Greenleaf Trust's 13F filing for Q4 2022, filed 25 Jan 2023.