Inspire Investing’s Fresenius Medical Care FMS Stock Holding History

Inspire Investing’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 Q4	–	Sell	-27,840	Closed	-$600K	–	801
2023 Q3	$600K	Buy	+27,840	New	+$676K	0.08%	273

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Inspire Investing's FMS Position: Q4 2023 in Review

Inspire Investing sold out of Fresenius Medical Care (FMS) in Q4 2023, closing a stake of 27,840 shares — an estimated $600K sold.

Inspire Investing first reported a position in FMS in Q3 2023 and held it in 1 quarter. The position peaked at $600K in Q3 2023. 160 funds tracked by Wall St. Rank hold FMS as of Q4 2023.

Inspire Investing reported no remaining Fresenius Medical Care position as of Q4 2023 after selling out during the quarter.
Inspire Investing sold 27,840 Fresenius Medical Care shares in Q4 2023, an estimated $600K.
Inspire Investing first reported a position in Fresenius Medical Care in Q3 2023 and held it in 1 quarter.
Inspire Investing's Fresenius Medical Care position peaked at $600K in Q3 2023.
160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2023.

Based on Inspire Investing's 13F filing for Q4 2023, filed 12 Feb 2024.