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Interchange Capital Partners’s Fresenius Medical Care FMS Stock Holding History

Interchange Capital Partners’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
2022
Q2 		– Sell
-6,806
Closed -$229K – 160
2022
Q1 		$229K Buy
+6,806
New +$224K 0.24% 140
2021
Q2 		– Sell
-5,612
Closed -$213K – 139
2021
Q1 		$213K Buy
+5,612
New +$212K 0.12% 215

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Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Interchange Capital Partners's FMS Position: Q2 2022 in Review

Interchange Capital Partners sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 6,806 shares — an estimated $229K sold.

Interchange Capital Partners first reported a position in FMS in Q1 2021 and held it in 2 quarters. The position peaked at $229K in Q1 2022. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

  • Interchange Capital Partners reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
  • Interchange Capital Partners sold 6,806 Fresenius Medical Care shares in Q2 2022, an estimated $229K.
  • Interchange Capital Partners first reported a position in Fresenius Medical Care in Q1 2021 and held it in 2 quarters.
  • Interchange Capital Partners's Fresenius Medical Care position peaked at $229K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Interchange Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.