Marathon Asset Management (UK)
FMS icon

Marathon Asset Management (UK)’s Fresenius Medical Care FMS Stock Holding History

Marathon Asset Management (UK)’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
2018
Q2 		– Sell
-228,688
Closed -$11.8M – 100
2018
Q1 		$11.8M Sell
228,688
-377,820
-62% -$20.2M 0.18% 96
2017
Q4 		$32M Sell
606,508
-16,166
-3% -$803K 0.49% 71
2017
Q3 		$30.6M Sell
622,674
-4,172
-0.7% -$198K 0.5% 68
2017
Q2 		$30.5M Sell
626,846
-3,702
-0.6% -$170K 0.53% 66
2017
Q1 		$26.7M Sell
630,548
-26,427
-4% -$1.09M 0.58% 62
2016
Q4 		$27.8M Sell
656,975
-11,225
-2% -$458K 0.6% 65
2016
Q3 		$29.4M Sell
668,200
-48,454
-7% -$2.17M 0.63% 61
2016
Q2 		$31.4M Sell
716,654
-1,389
-0.2% -$59.9K 0.66% 58
2016
Q1 		$31.8M Sell
718,043
-1,881
-0.3% -$79.6K 0.7% 54
2015
Q4 		$30.3M Sell
719,924
-3,301
-0.5% -$139K 0.68% 57
2015
Q3 		$28.3M Sell
723,225
-8,730
-1% -$355K 0.68% 55
2015
Q2 		$30.6M Sell
731,955
-4,573
-0.6% -$195K 0.7% 50
2015
Q1 		$30.7M Sell
736,528
-21,948
-3% -$848K 0.74% 46
2014
Q4 		$28.3M Sell
758,476
-6,496
-0.8% -$234K 0.68% 50
2014
Q3 		$26.7M Sell
764,972
-61,689
-7% -$2.13M 0.65% 51
2014
Q2 		$27.9M Sell
826,661
-68,596
-8% -$2.29M 0.69% 51
2014
Q1 		$31.4M Sell
895,257
-363,150
-29% -$12.7M 0.8% 46
2013
Q4 		$45.1M Sell
1,258,407
-324,313
-20% -$10.9M 1.11% 34
2013
Q3 		$51.6M Sell
1,582,720
-173,646
-10% -$5.65M 1.25% 32
2013
Q2 		$62.7M Buy
+1,756,366
New +$61.1M 1.49% 30

Other funds holding FMS

Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Marathon Asset Management (UK)'s FMS Position: Q2 2018 in Review

Marathon Asset Management (UK) sold out of Fresenius Medical Care (FMS) in Q2 2018, closing a stake of 228,688 shares — an estimated $11.8M sold.

Marathon Asset Management (UK) first reported a position in FMS in Q2 2013 and held it in 20 quarters. The position peaked at $62.7M in Q2 2013. 225 funds tracked by Wall St. Rank hold FMS as of Q2 2018.

  • Marathon Asset Management (UK) reported no remaining Fresenius Medical Care position as of Q2 2018 after selling out during the quarter.
  • Marathon Asset Management (UK) sold 228,688 Fresenius Medical Care shares in Q2 2018, an estimated $11.8M.
  • Marathon Asset Management (UK) first reported a position in Fresenius Medical Care in Q2 2013 and held it in 20 quarters.
  • Marathon Asset Management (UK)'s Fresenius Medical Care position peaked at $62.7M in Q2 2013.
  • 225 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2018.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2018, filed 31 Jul 2018.