Magellan Asset Management’s Fresenius Medical Care FMS Stock Holding History

Magellan Asset 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 Q3	–	Sell	-1,133	Closed	-$49K	–	100
2020 Q2	$49K	Sell	1,133 -147	-11%	-$5.81K	﹤0.01%	67
2020 Q1	$42K	Hold	1,280	–	–	﹤0.01%	69
2019 Q4	$47K	Hold	1,280	–	–	﹤0.01%	71
2019 Q3	$43K	Buy	1,280 +288	+29%	+$10.2K	﹤0.01%	73
2019 Q2	$39K	Sell	992 -441	-31%	-$17.5K	﹤0.01%	72
2019 Q1	$58K	Hold	1,433	–	–	﹤0.01%	64
2018 Q4	$46K	Buy	1,433 +492	+52%	+$19.9K	﹤0.01%	68
2018 Q3	$48K	Hold	941	–	–	﹤0.01%	68
2018 Q2	$47K	Hold	941	–	–	﹤0.01%	66
2018 Q1	$48K	Buy	941 +273	+41%	+$14.6K	﹤0.01%	63
2017 Q4	$35K	Buy	668 +168	+34%	+$8.35K	﹤0.01%	69
2017 Q3	$24K	Buy	500 +200	+67%	+$9.51K	﹤0.01%	79
2017 Q2	$14K	Buy	+300	New	+$13.8K	﹤0.01%	86

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TAM

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

PPA

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

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

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Magellan Asset Management's FMS Position: Q3 2020 in Review

Magellan Asset Management sold out of Fresenius Medical Care (FMS) in Q3 2020, closing a stake of 1,133 shares — an estimated $49K sold.

Magellan Asset Management first reported a position in FMS in Q2 2017 and held it in 13 quarters. The position peaked at $58K in Q1 2019. 181 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

Magellan Asset Management reported no remaining Fresenius Medical Care position as of Q3 2020 after selling out during the quarter.
Magellan Asset Management sold 1,133 Fresenius Medical Care shares in Q3 2020, an estimated $49K.
Magellan Asset Management first reported a position in Fresenius Medical Care in Q2 2017 and held it in 13 quarters.
Magellan Asset Management's Fresenius Medical Care position peaked at $58K in Q1 2019.
181 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Magellan Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.