J.M. Hartwell’s Fresenius Medical Care FMS Stock Holding History

J.M. Hartwell’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
2019 Q3	$504K	Sell	15,000 -1,500	-9%	-$53.2K	0.09%	55
2019 Q2	$648K	Hold	16,500	–	–	0.12%	40
2019 Q1	$669K	Buy	16,500 +700	+4%	+$26.1K	0.12%	41
2018 Q4	$512K	Sell	15,800 -850	-5%	-$34.3K	0.11%	47
2018 Q3	$856K	Hold	16,650	–	–	0.15%	39
2018 Q2	$838K	Hold	16,650	–	–	0.15%	38
2018 Q1	$850K	Hold	16,650	–	–	0.16%	38
2017 Q4	$875K	Hold	16,650	–	–	0.16%	38
2017 Q3	$814K	Hold	16,650	–	–	0.16%	40
2017 Q2	$805K	Hold	16,650	–	–	0.17%	39
2017 Q1	$701K	Sell	16,650 -250	-1%	-$10.3K	0.15%	43
2016 Q4	$713K	Hold	16,900	–	–	0.18%	38
2016 Q3	$740K	Hold	16,900	–	–	0.18%	38
2016 Q2	$736K	Hold	16,900	–	–	0.19%	36
2016 Q1	$745K	Sell	16,900 -1,000	-6%	-$42.3K	0.18%	34
2015 Q4	$749K	Buy	17,900 +200	+1%	+$8.43K	0.17%	37
2015 Q3	$690K	Hold	17,700	–	–	0.16%	41
2015 Q2	$736K	Buy	17,700 +200	+1%	+$8.54K	0.16%	46
2015 Q1	$725K	Buy	17,500 +1,900	+12%	+$73.4K	0.16%	41
2014 Q4	$579K	Hold	15,600	–	–	0.14%	51
2014 Q3	$541K	Hold	15,600	–	–	0.13%	60
2014 Q2	$522K	Sell	15,600 -700	-4%	-$23.3K	0.11%	64
2014 Q1	$568K	Hold	16,300	–	–	0.12%	55
2013 Q4	$580K	Buy	16,300 +600	+4%	+$20.1K	0.12%	54
2013 Q3	$508K	Hold	15,700	–	–	0.11%	61
2013 Q2	$554K	Buy	+15,700	New	+$546K	0.13%	54

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

J.M. Hartwell's FMS Position: Q3 2019 in Review

J.M. Hartwell reduced its Fresenius Medical Care (FMS) stake by 9.1% in Q3 2019, selling an estimated $53.2K and leaving 15,000 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #55.

J.M. Hartwell first reported a position in FMS in Q2 2013 and has held it in 26 quarters since. The position peaked at $875K in Q4 2017. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

J.M. Hartwell held 15,000 shares of Fresenius Medical Care worth $504K as of Q3 2019.
J.M. Hartwell sold 1,500 Fresenius Medical Care shares in Q3 2019, an estimated $53.2K.
Fresenius Medical Care made up 0.09% of J.M. Hartwell's portfolio in Q3 2019, its #55 holding.
J.M. Hartwell first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 26 quarters since.
J.M. Hartwell's Fresenius Medical Care position peaked at $875K in Q4 2017.
161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.