L.J. Altfest & Co’s Fresenius Medical Care FMS Stock Holding History

L.J. Altfest & Co’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
2021 Q2	–	Sell	-6,268	Closed	-$231K	–	280
2021 Q1	$231K	Buy	6,268 +368	+6%	+$13.9K	0.05%	242
2020 Q4	$245K	Sell	5,900 -24	-0.4%	-$1K	0.06%	223
2020 Q3	$252K	Sell	5,924 -287	-5%	-$12.4K	0.07%	188
2020 Q2	$269K	Buy	+6,211	New	+$245K	0.08%	171

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

L.J. Altfest & Co's FMS Position: Q2 2021 in Review

L.J. Altfest & Co sold out of Fresenius Medical Care (FMS) in Q2 2021, closing a stake of 6,268 shares — an estimated $231K sold.

L.J. Altfest & Co first reported a position in FMS in Q2 2020 and held it in 4 quarters. The position peaked at $269K in Q2 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q2 2021.

L.J. Altfest & Co reported no remaining Fresenius Medical Care position as of Q2 2021 after selling out during the quarter.
L.J. Altfest & Co sold 6,268 Fresenius Medical Care shares in Q2 2021, an estimated $231K.
L.J. Altfest & Co first reported a position in Fresenius Medical Care in Q2 2020 and held it in 4 quarters.
L.J. Altfest & Co's Fresenius Medical Care position peaked at $269K in Q2 2020.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2021.

Based on L.J. Altfest & Co's 13F filing for Q2 2021, filed 28 Jul 2021.