Kimelman & Baird’s Fresenius Medical Care FMS Stock Holding History

Kimelman & Baird’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
2026 Q1	$220K	Hold	9,734	–	–	0.02%	109
2025 Q4	$232K	Hold	9,734	–	–	0.02%	110
2025 Q3	$256K	Hold	9,734	–	–	0.02%	108
2025 Q2	$278K	Hold	9,734	–	–	0.02%	111
2025 Q1	$242K	Hold	9,734	–	–	0.02%	116
2024 Q4	$220K	Hold	9,734	–	–	0.02%	120
2024 Q3	$207K	Hold	9,734	–	–	0.02%	125
2024 Q2	$186K	Buy	+9,734	New	+$198K	0.02%	131
2021 Q2	$677K	Buy	+16,280	New	+$651K	0.06%	73
2019 Q3	$547K	Hold	16,280	–	–	0.08%	69
2019 Q2	$639K	Hold	16,280	–	–	0.09%	71
2019 Q1	$660K	Hold	16,280	–	–	0.09%	68
2018 Q4	$527K	Hold	16,280	–	–	0.08%	72
2018 Q3	$837K	Hold	16,280	–	–	0.11%	66
2018 Q2	$820K	Buy	+16,280	New	+$825K	0.11%	69
2017 Q4	$856K	Hold	16,280	–	–	0.12%	65
2017 Q3	$796K	Hold	16,280	–	–	0.12%	65
2017 Q2	$787K	Hold	16,280	–	–	0.12%	67
2017 Q1	$686K	Hold	16,280	–	–	0.1%	69
2016 Q4	$687K	Hold	16,280	–	–	0.12%	66
2016 Q3	$713K	Hold	16,280	–	–	0.13%	67
2016 Q2	$709K	Hold	16,280	–	–	0.13%	66
2016 Q1	$718K	Hold	16,280	–	–	0.13%	67
2015 Q4	$681K	Buy	+16,280	New	+$686K	0.13%	73
2015 Q2	$677K	Buy	+16,280	New	+$696K	0.12%	78

Other funds holding FMS

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return