Mendota Financial Group’s Fresenius Medical Care FMS Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-8	Closed	-$182	–	186
2024 Q4	$182	Buy	8 +2	+33%	+$43	﹤0.01%	356
2024 Q3	$128	Buy	6 +1	+20%	+$20	﹤0.01%	812
2024 Q2	$96	Buy	+5	New	+$102	﹤0.01%	373

Other funds holding FMS

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

TAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mendota Financial Group's FMS Position: Q1 2025 in Review

Mendota Financial Group sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 8 shares — an estimated $182 sold.

Mendota Financial Group first reported a position in FMS in Q2 2024 and held it in 3 quarters. The position peaked at $182 in Q4 2024. 201 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

Mendota Financial Group reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 8 Fresenius Medical Care shares in Q1 2025, an estimated $182.
Mendota Financial Group first reported a position in Fresenius Medical Care in Q2 2024 and held it in 3 quarters.
Mendota Financial Group's Fresenius Medical Care position peaked at $182 in Q4 2024.
201 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.