MCM
FMS icon

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

McKinley 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
2023
Q4 		– Sell
-13,789
Closed -$297K – 164
2023
Q3 		$297K Buy
+13,789
New +$335K 0.04% 160
2014
Q1 		– Sell
-63,364
Closed -$2.25M – 385
2013
Q4 		$2.25M Buy
+63,364
New +$2.13M 0.09% 182

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Capital Management's FMS Position: Q4 2023 in Review

McKinley Capital Management sold out of Fresenius Medical Care (FMS) in Q4 2023, closing a stake of 13,789 shares — an estimated $297K sold.

McKinley Capital Management first reported a position in FMS in Q4 2013 and held it in 2 quarters. The position peaked at $2.25M in Q4 2013. 160 funds tracked by Wall St. Rank hold FMS as of Q4 2023.

  • McKinley Capital Management reported no remaining Fresenius Medical Care position as of Q4 2023 after selling out during the quarter.
  • McKinley Capital Management sold 13,789 Fresenius Medical Care shares in Q4 2023, an estimated $297K.
  • McKinley Capital Management first reported a position in Fresenius Medical Care in Q4 2013 and held it in 2 quarters.
  • McKinley Capital Management's Fresenius Medical Care position peaked at $2.25M in Q4 2013.
  • 160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.