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James Investment Research’s Fresenius Medical Care FMS Stock Holding History

James Investment Research’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
Q2 		– Sell
-53
Closed -$1K – 362
2023
Q1 		$1K Hold
53
– – ﹤0.01% 558
2022
Q4 		$1K Sell
53
-423
-89% -$6.27K ﹤0.01% 560
2022
Q3 		$7K Hold
476
– – ﹤0.01% 471
2022
Q2 		$12K Sell
476
-53
-10% -$1.58K ﹤0.01% 442
2022
Q1 		$18K Buy
529
+44
+9% +$1.45K ﹤0.01% 424
2021
Q4 		$16K Sell
485
-72
-13% -$2.37K ﹤0.01% 444
2021
Q3 		$19K Sell
557
-1
-0.2% -$39 ﹤0.01% 432
2021
Q2 		$23K Sell
558
-178
-24% -$7.12K ﹤0.01% 433
2021
Q1 		$27K Buy
736
+216
+42% +$8.17K ﹤0.01% 413
2020
Q4 		$22K Sell
520
-257
-33% -$10.7K ﹤0.01% 440
2020
Q3 		$33K Sell
777
-340
-30% -$14.7K ﹤0.01% 372
2020
Q2 		$48K Buy
1,117
+1,064
+2,008% +$42K ﹤0.01% 334
2020
Q1 		$2K Buy
+53
New +$1.97K ﹤0.01% 440

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

James Investment Research's FMS Position: Q2 2023 in Review

James Investment Research sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 53 shares — an estimated $1K sold.

James Investment Research first reported a position in FMS in Q1 2020 and held it in 13 quarters. The position peaked at $48K in Q2 2020. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

  • James Investment Research reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 53 Fresenius Medical Care shares in Q2 2023, an estimated $1K.
  • James Investment Research first reported a position in Fresenius Medical Care in Q1 2020 and held it in 13 quarters.
  • James Investment Research's Fresenius Medical Care position peaked at $48K in Q2 2020.
  • 146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.