Leuthold Group’s Fresenius Medical Care FMS Stock Holding History

Leuthold Group’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 Q4	–	Sell	-56,326	Closed	-$1.97M	–	211
2021 Q3	$1.97M	Buy	56,326 +182	+0.3%	+$7.11K	0.24%	115
2021 Q2	$2.33M	Sell	56,144 -1,038	-2%	-$41.5K	0.29%	114
2021 Q1	$2.11M	Sell	57,182 -5,658	-9%	-$214K	0.27%	113
2020 Q4	$2.61M	Sell	62,840 -2,611	-4%	-$109K	0.34%	104
2020 Q3	$2.78M	Sell	65,451 -1,296	-2%	-$55.9K	0.38%	89
2020 Q2	$2.89M	Sell	66,747 -1,733	-3%	-$68.5K	0.43%	84
2020 Q1	$2.25M	Buy	+68,480	New	+$2.55M	0.4%	83

Other funds holding FMS

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

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

TBC

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

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

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

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

PPA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Leuthold Group's FMS Position: Q4 2021 in Review

Leuthold Group sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 56,326 shares — an estimated $1.97M sold.

Leuthold Group first reported a position in FMS in Q1 2020 and held it in 7 quarters. The position peaked at $2.89M in Q2 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

Leuthold Group reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
Leuthold Group sold 56,326 Fresenius Medical Care shares in Q4 2021, an estimated $1.97M.
Leuthold Group first reported a position in Fresenius Medical Care in Q1 2020 and held it in 7 quarters.
Leuthold Group's Fresenius Medical Care position peaked at $2.89M in Q2 2020.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on Leuthold Group's 13F filing for Q4 2021, filed 3 Feb 2022.