Hardman Johnston Global Advisors’s Fresenius Medical Care FMS Stock Holding History

Hardman Johnston Global Advisors’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
2023 Q3	–	Sell	-39,037	Closed	-$934K	–	76
2023 Q2	$934K	Hold	39,037	–	–	0.03%	66
2023 Q1	$830K	Sell	39,037 -1,400	-3%	-$26.8K	0.03%	65
2022 Q4	$661K	Sell	40,437 -682	-2%	-$10.1K	0.03%	69
2022 Q3	$577K	Sell	41,119 -7,076	-15%	-$134K	0.03%	67
2022 Q2	$1.2M	Sell	48,195 -1,000	-2%	-$29.9K	0.05%	58
2022 Q1	$1.66M	Hold	49,195	–	–	0.05%	57
2021 Q4	$1.6M	Buy	49,195 +167	+0.3%	+$5.5K	0.04%	55
2021 Q3	$1.72M	Sell	49,028 -167	-0.3%	-$6.52K	0.05%	55
2021 Q2	$2.04M	Sell	49,195 -45	-0.1%	-$1.8K	0.05%	55
2021 Q1	$1.82M	Hold	49,240	–	–	0.05%	55
2020 Q4	$2.05M	Hold	49,240	–	–	0.06%	56
2020 Q3	$2.09M	Hold	49,240	–	–	0.08%	56
2020 Q2	$2.13M	Sell	49,240 -200	-0.4%	-$7.9K	0.09%	56
2020 Q1	$1.62M	Sell	49,440 -2,820	-5%	-$105K	0.09%	54
2019 Q4	$1.93M	Sell	52,260 -1,030	-2%	-$36.5K	0.08%	55
2019 Q3	$1.79M	Sell	53,290 -500	-0.9%	-$17.7K	0.08%	52
2019 Q2	$2.11M	Sell	53,790 -1,600	-3%	-$63.4K	0.09%	54
2019 Q1	$2.25M	Buy	55,390 +1,250	+2%	+$46.6K	0.1%	52
2018 Q4	$1.75M	Sell	54,140 -1,500	-3%	-$60.6K	0.09%	53
2018 Q3	$2.86M	Hold	55,640	–	–	0.12%	49
2018 Q2	$2.8M	Hold	55,640	–	–	0.12%	49
2018 Q1	$2.84M	Sell	55,640 -61	-0.1%	-$3.25K	0.12%	49
2017 Q4	$2.93M	Hold	55,701	–	–	0.12%	49
2017 Q3	$2.72M	Sell	55,701 -670	-1%	-$31.9K	0.12%	50
2017 Q2	$2.72M	Sell	56,371 -80	-0.1%	-$3.68K	0.12%	56
2017 Q1	$2.38M	Sell	56,451 -294,705	-84%	-$12.2M	0.11%	55
2016 Q4	$14.8M	Sell	351,156 -4,820	-1%	-$197K	0.72%	42
2016 Q3	$15.6M	Buy	355,976 +14,890	+4%	+$667K	0.71%	41
2016 Q2	$14.9M	Sell	341,086 -17,507	-5%	-$754K	0.76%	40
2016 Q1	$15.8M	Buy	358,593 +289,772	+421%	+$12.3M	0.93%	37
2015 Q4	$2.88M	Hold	68,821	–	–	0.19%	48
2015 Q3	$2.69M	Hold	68,821	–	–	0.18%	46
2015 Q2	$2.86M	Hold	68,821	–	–	0.17%	47
2015 Q1	$2.85M	Buy	68,821 +30	+0%	+$1.16K	0.17%	48
2014 Q4	$2.56M	Hold	68,791	–	–	0.14%	54
2014 Q3	$2.39M	Buy	68,791 +3,040	+5%	+$105K	0.13%	55
2014 Q2	$2.2M	Hold	65,751	–	–	0.12%	57
2014 Q1	$2.29M	Sell	65,751 -200	-0.3%	-$7K	0.13%	58
2013 Q4	$2.35M	Sell	65,951 -188,990	-74%	-$6.34M	0.15%	54
2013 Q3	$8.26M	Sell	254,941 -72,338	-22%	-$2.36M	0.55%	44
2013 Q2	$11.5M	Buy	+327,279	New	+$11.4M	0.79%	40

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Hardman Johnston Global Advisors's FMS Position: Q3 2023 in Review

Hardman Johnston Global Advisors sold out of Fresenius Medical Care (FMS) in Q3 2023, closing a stake of 39,037 shares — an estimated $934K sold.

Hardman Johnston Global Advisors first reported a position in FMS in Q2 2013 and held it in 41 quarters. The position peaked at $15.8M in Q1 2016. 148 funds tracked by Wall St. Rank hold FMS as of Q3 2023.

Hardman Johnston Global Advisors reported no remaining Fresenius Medical Care position as of Q3 2023 after selling out during the quarter.
Hardman Johnston Global Advisors sold 39,037 Fresenius Medical Care shares in Q3 2023, an estimated $934K.
Hardman Johnston Global Advisors first reported a position in Fresenius Medical Care in Q2 2013 and held it in 41 quarters.
Hardman Johnston Global Advisors's Fresenius Medical Care position peaked at $15.8M in Q1 2016.
148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2023.

Based on Hardman Johnston Global Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.