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Marshall Wace North America’s Fresenius Medical Care FMS Stock Holding History

Marshall Wace North America’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
2021
Q1 		– Sell
-180,957
Closed -$7.52M – 1589
2020
Q4 		$7.52M Buy
180,957
+74,526
+70% +$3.11M 0.03% 443
2020
Q3 		$4.52M Buy
+106,431
New +$4.59M 0.03% 417
2020
Q2 		– Sell
-82,158
Closed -$2.69M – 1255
2020
Q1 		$2.69M Sell
82,158
-50,868
-38% -$1.89M 0.02% 431
2019
Q4 		$4.9M Buy
133,026
+27,908
+27% +$990K 0.02% 393
2019
Q3 		$3.53M Sell
105,118
-54,534
-34% -$1.93M 0.02% 431
2019
Q2 		$6.27M Buy
159,652
+32,016
+25% +$1.27M 0.04% 314
2019
Q1 		$5.17M Buy
127,636
+105,765
+484% +$3.94M 0.04% 321
2018
Q4 		$708K Buy
+21,871
New +$883K 0.01% 693
2018
Q2 		– Sell
-44,617
Closed -$2.28M – 1484
2018
Q1 		$2.28M Sell
44,617
-47,623
-52% -$2.54M 0.01% 780
2017
Q4 		$4.85M Buy
92,240
+76,318
+479% +$3.79M 0.03% 589
2017
Q3 		$780K Buy
+15,922
New +$757K ﹤0.01% 996

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Marshall Wace North America's FMS Position: Q1 2021 in Review

Marshall Wace North America sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 180,957 shares — an estimated $7.52M sold.

Marshall Wace North America first reported a position in FMS in Q3 2017 and held it in 11 quarters. The position peaked at $7.52M in Q4 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

  • Marshall Wace North America reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
  • Marshall Wace North America sold 180,957 Fresenius Medical Care shares in Q1 2021, an estimated $7.52M.
  • Marshall Wace North America first reported a position in Fresenius Medical Care in Q3 2017 and held it in 11 quarters.
  • Marshall Wace North America's Fresenius Medical Care position peaked at $7.52M in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Marshall Wace North America's 13F filing for Q1 2021, filed 17 May 2021.