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Harbor Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-7
Closed -$135 – 1358
2024
Q1 		$135 Buy
+7
New +$139 ﹤0.01% 1306
2021
Q1 		– Sell
-536
Closed -$22K – 1272
2020
Q4 		$22K Hold
536
– – ﹤0.01% 811
2020
Q3 		$23K Hold
536
– – ﹤0.01% 700
2020
Q2 		$23K Hold
536
– – ﹤0.01% 602
2020
Q1 		$18K Buy
+536
New +$19.9K ﹤0.01% 599

Other funds holding FMS

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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
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
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Harbor Investment Advisory's FMS Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 7 shares — an estimated $135 sold.

Harbor Investment Advisory first reported a position in FMS in Q1 2020 and held it in 5 quarters. The position peaked at $23K in Q3 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 7 Fresenius Medical Care shares in Q2 2024, an estimated $135.
  • Harbor Investment Advisory first reported a position in Fresenius Medical Care in Q1 2020 and held it in 5 quarters.
  • Harbor Investment Advisory's Fresenius Medical Care position peaked at $23K in Q3 2020.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.