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Guardian Capital Advisors (Canada)’s Fresenius Medical Care FMS Stock Holding History

Guardian Capital Advisors (Canada)’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
-123,715
Closed -$2.56M – 175
2023
Q4 		$2.56M Buy
123,715
+17,725
+17% +$340K 0.27% 84
2023
Q3 		$1.83M Buy
105,990
+2,735
+3% +$66.4K 0.2% 89
2023
Q2 		$2.65M Buy
103,255
+11,755
+13% +$270K 0.3% 75
2023
Q1 		$2M Buy
91,500
+12,120
+15% +$232K 0.23% 80
2022
Q4 		$1.41M Sell
79,380
-2,040
-3% -$30.2K 0.16% 88
2022
Q3 		$1.04M Buy
81,420
+24,117
+42% +$456K 0.13% 95
2022
Q2 		$1.3M Buy
57,303
+5,155
+10% +$154K 0.15% 86
2022
Q1 		$1.74M Buy
52,148
+5,045
+11% +$166K 0.17% 85
2021
Q4 		$1.55M Buy
47,103
+630
+1% +$20.7K 0.15% 89
2021
Q3 		$1.64M Buy
46,473
+1,645
+4% +$64.3K 0.17% 81
2021
Q2 		$1.83M Buy
44,828
+4,780
+12% +$191K 0.19% 82
2021
Q1 		$1.51M Buy
40,048
+6,860
+21% +$259K 0.17% 83
2020
Q4 		$1.43M Buy
33,188
+6,052
+22% +$252K 0.19% 81
2020
Q3 		$1.16M Buy
27,136
+1,900
+8% +$81.9K 0.18% 84
2020
Q2 		$772K Buy
25,236
+4,189
+20% +$166K 0.15% 83
2020
Q1 		$480K Buy
21,047
+1,557
+8% +$57.9K 0.12% 87
2019
Q4 		$730K Buy
19,490
+1,420
+8% +$50.3K 0.09% 102
2019
Q3 		$575K Buy
18,070
+1,290
+8% +$45.7K 0.08% 112
2019
Q2 		$668K Buy
16,780
+1,825
+12% +$72.3K 0.09% 108
2019
Q1 		$589K Buy
14,955
+1,480
+11% +$55.2K 0.08% 110
2018
Q4 		$459K Buy
13,475
+2,900
+27% +$117K 0.07% 123
2018
Q3 		$539K Buy
10,575
+4,960
+88% +$248K 0.07% 114
2018
Q2 		$279K Buy
+5,615
New +$285K 0.04% 139

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

Guardian Capital Advisors (Canada)'s FMS Position: Q1 2024 in Review

Guardian Capital Advisors (Canada) sold out of Fresenius Medical Care (FMS) in Q1 2024, closing a stake of 123,715 shares — an estimated $2.56M sold.

Guardian Capital Advisors (Canada) first reported a position in FMS in Q2 2018 and held it in 23 quarters. The position peaked at $2.65M in Q2 2023. 172 funds tracked by Wall St. Rank hold FMS as of Q1 2024.

  • Guardian Capital Advisors (Canada) reported no remaining Fresenius Medical Care position as of Q1 2024 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 123,715 Fresenius Medical Care shares in Q1 2024, an estimated $2.56M.
  • Guardian Capital Advisors (Canada) first reported a position in Fresenius Medical Care in Q2 2018 and held it in 23 quarters.
  • Guardian Capital Advisors (Canada)'s Fresenius Medical Care position peaked at $2.65M in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2024, filed 14 May 2024.