Grove Bank & Trust’s Fresenius Medical Care FMS Stock Holding History

Grove Bank & 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
2024 Q4	–	Sell	-59	Closed	-$1.26K	–	811
2024 Q3	$1.26K	Buy	+59	New	+$1.16K	﹤0.01%	699

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grove Bank & Trust's FMS Position: Q4 2024 in Review

Grove Bank & Trust sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 59 shares — an estimated $1.26K sold.

Grove Bank & Trust first reported a position in FMS in Q3 2024 and held it in 1 quarter. The position peaked at $1.26K in Q3 2024. 189 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

Grove Bank & Trust reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
Grove Bank & Trust sold 59 Fresenius Medical Care shares in Q4 2024, an estimated $1.26K.
Grove Bank & Trust first reported a position in Fresenius Medical Care in Q3 2024 and held it in 1 quarter.
Grove Bank & Trust's Fresenius Medical Care position peaked at $1.26K in Q3 2024.
189 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

Based on Grove Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.