Henshaw Capital’s Fresenius Medical Care FMS Stock Holding History

Henshaw Capital’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
2021 Q1	–	Sell	-12,122	Closed	-$504K	–	360
2020 Q4	$504K	Hold	12,122	–	–	0.04%	162
2020 Q3	$515K	Buy	12,122 +2,149	+22%	+$92.7K	0.04%	146
2020 Q2	$432K	Hold	9,973	–	–	0.04%	159
2020 Q1	$327K	Buy	+9,973	New	+$371K	0.03%	184
2019 Q4	–	Sell	-9,996	Closed	-$336K	–	287
2019 Q3	$336K	Buy	9,996 +253	+3%	+$8.96K	0.03%	190
2019 Q2	$383K	Hold	9,743	–	–	0.03%	173
2019 Q1	$395K	Hold	9,743	–	–	0.03%	169
2018 Q4	$316K	Buy	+9,743	New	+$393K	0.03%	181
2017 Q4	–	Sell	-7,573	Closed	-$370K	–	284
2017 Q3	$370K	Hold	7,573	–	–	0.04%	189
2017 Q2	$366K	Buy	7,573 +720	+11%	+$33.2K	0.04%	197
2017 Q1	$289K	Hold	6,853	–	–	0.03%	220
2016 Q4	$289K	Hold	6,853	–	–	0.03%	212
2016 Q3	$300K	Buy	+6,853	New	+$307K	0.04%	199

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Henshaw Capital's FMS Position: Q1 2021 in Review

Henshaw Capital sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 12,122 shares — an estimated $504K sold.

Henshaw Capital first reported a position in FMS in Q3 2016 and held it in 13 quarters. The position peaked at $515K in Q3 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

Henshaw Capital reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
Henshaw Capital sold 12,122 Fresenius Medical Care shares in Q1 2021, an estimated $504K.
Henshaw Capital first reported a position in Fresenius Medical Care in Q3 2016 and held it in 13 quarters.
Henshaw Capital's Fresenius Medical Care position peaked at $515K in Q3 2020.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Henshaw Capital's 13F filing for Q1 2021, filed 28 May 2026.