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Mirabella Financial Services’s Fresenius Medical Care FMS Stock Holding History

Mirabella Financial Services’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
2024
Q2 		– Sell
-26,260
Closed -$506K – 515
2024
Q1 		$506K Buy
+26,260
New +$520K 0.04% 301
2023
Q3 		– Sell
-35,098
Closed -$840K – 469
2023
Q2 		$840K Buy
+35,098
New +$805K 0.09% 231

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Mirabella Financial Services's FMS Position: Q2 2024 in Review

Mirabella Financial Services sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 26,260 shares — an estimated $506K sold.

Mirabella Financial Services first reported a position in FMS in Q2 2023 and held it in 2 quarters. The position peaked at $840K in Q2 2023. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

  • Mirabella Financial Services reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 26,260 Fresenius Medical Care shares in Q2 2024, an estimated $506K.
  • Mirabella Financial Services first reported a position in Fresenius Medical Care in Q2 2023 and held it in 2 quarters.
  • Mirabella Financial Services's Fresenius Medical Care position peaked at $840K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.