Lenox Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Lenox Wealth Management’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
2020 Q2	$7K	Sell	184 -19	-9%	-$751	﹤0.01%	488
2020 Q1	$6K	Sell	203 -106	-34%	-$3.94K	﹤0.01%	464
2019 Q4	$11K	Buy	309 +129	+72%	+$4.57K	﹤0.01%	429
2019 Q3	$6K	Sell	180 -254	-59%	-$9K	﹤0.01%	510
2019 Q2	$17K	Sell	434 -33	-7%	-$1.31K	0.01%	366
2019 Q1	$19K	Buy	467 +417	+834%	+$15.5K	0.01%	356
2018 Q4	$5K	Buy	+50	New	+$2.02K	﹤0.01%	465

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 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

TIM

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

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

PPA

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

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

TAM

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

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

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

Lenox Wealth Management's FMS Position: Q2 2020 in Review

Lenox Wealth Management reduced its Fresenius Medical Care (FMS) stake by 9.4% in Q2 2020, selling an estimated $751 and leaving 184 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Lenox Wealth Management first reported a position in FMS in Q4 2018 and has held it in 7 quarters since. The position peaked at $19K in Q1 2019. 179 funds tracked by Wall St. Rank hold FMS as of Q2 2020.

Lenox Wealth Management held 184 shares of Fresenius Medical Care worth $7K as of Q2 2020.
Lenox Wealth Management sold 19 Fresenius Medical Care shares in Q2 2020, an estimated $751.
Fresenius Medical Care made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #488 holding.
Lenox Wealth Management first reported a position in Fresenius Medical Care in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's Fresenius Medical Care position peaked at $19K in Q1 2019.
179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.