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Lindbrook Capital’s Fresenius Medical Care FMS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$27.7K Sell
1,114
-28
-2% -$667 ﹤0.01% 1216
2024
Q4 		$25.9K Buy
1,142
+176
+18% +$3.82K ﹤0.01% 1135
2024
Q3 		$20.6K Sell
966
-272
-22% -$5.35K ﹤0.01% 1287
2024
Q2 		$23.6K Buy
1,238
+268
+28% +$5.46K ﹤0.01% 1149
2024
Q1 		$18.7K Sell
970
-104
-10% -$2.06K ﹤0.01% 1249
2023
Q4 		$22.4K Sell
1,074
-84
-7% -$1.61K ﹤0.01% 1123
2023
Q3 		$24.9K Buy
1,158
+4
+0.3% +$97 ﹤0.01% 961
2023
Q2 		$27.6K Buy
1,154
+12
+1% +$275 ﹤0.01% 934
2023
Q1 		$24.3K Buy
1,142
+100
+10% +$1.92K ﹤0.01% 977
2022
Q4 		$17K Sell
1,042
-566
-35% -$8.39K ﹤0.01% 1146
2022
Q3 		$23K Buy
1,608
+1,240
+337% +$23.4K ﹤0.01% 923
2022
Q2 		$9K Buy
368
+80
+28% +$2.39K ﹤0.01% 1293
2022
Q1 		$10K Sell
288
-66
-19% -$2.17K ﹤0.01% 1275
2021
Q4 		$11K Sell
354
-330
-48% -$10.9K ﹤0.01% 1226
2021
Q3 		$24K Sell
684
-82
-11% -$3.2K 0.01% 678
2021
Q2 		$32K Buy
766
+70
+10% +$2.8K 0.01% 617
2021
Q1 		$26K Sell
696
-92
-12% -$3.48K 0.01% 659
2020
Q4 		$33K Buy
788
+92
+13% +$3.83K 0.01% 529
2020
Q3 		$30K Sell
696
-28
-4% -$1.21K 0.01% 486
2020
Q2 		$31K Sell
724
-79
-10% -$3.12K 0.01% 477
2020
Q1 		$26K Buy
803
+644
+405% +$23.9K 0.01% 467
2019
Q4 		$6K Sell
159
-574
-78% -$20.4K ﹤0.01% 1057
2019
Q3 		$25K Sell
733
-48
-6% -$1.7K 0.01% 638
2019
Q2 		$30K Buy
781
+484
+163% +$19.2K 0.01% 570
2019
Q1 		$12K Sell
297
-368
-55% -$13.7K ﹤0.01% 841
2018
Q4 		$21K Buy
+665
New +$26.8K 0.01% 597

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's FMS Position: Q1 2025 in Review

Lindbrook Capital reduced its Fresenius Medical Care (FMS) stake by 2.5% in Q1 2025, selling an estimated $667 and leaving 1,114 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Lindbrook Capital first reported a position in FMS in Q4 2018 and has held it in 26 quarters since. The position peaked at $33K in Q4 2020. 202 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Lindbrook Capital held 1,114 shares of Fresenius Medical Care worth $27.7K as of Q1 2025.
  • Lindbrook Capital sold 28 Fresenius Medical Care shares in Q1 2025, an estimated $667.
  • Fresenius Medical Care made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1216 holding.
  • Lindbrook Capital first reported a position in Fresenius Medical Care in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Fresenius Medical Care position peaked at $33K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.