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 Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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. 226 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.
226 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.