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Logan Capital Management’s Fresenius Medical Care FMS Stock Holding History

Logan Capital 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
2022
Q3 		– Sell
-154
Closed -$4K – 511
2022
Q2 		$4K Buy
+154
New +$4.6K ﹤0.01% 477

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Logan Capital Management's FMS Position: Q3 2022 in Review

Logan Capital Management sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 154 shares — an estimated $4K sold.

Logan Capital Management first reported a position in FMS in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

  • Logan Capital Management reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
  • Logan Capital Management sold 154 Fresenius Medical Care shares in Q3 2022, an estimated $4K.
  • Logan Capital Management first reported a position in Fresenius Medical Care in Q2 2022 and held it in 1 quarter.
  • Logan Capital Management's Fresenius Medical Care position peaked at $4K in Q2 2022.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Logan Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.