MIS
FMS icon

Morningstar Investment Services’s Fresenius Medical Care FMS Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-25,389
Closed -$541K – 227
2024
Q3 		$541K Buy
25,389
+418
+2% +$8.23K 0.01% 267
2024
Q2 		$479K Sell
24,971
-304
-1% -$6.2K 0.01% 258
2024
Q1 		$489K Buy
25,275
+4,546
+22% +$90.1K 0.01% 235
2023
Q4 		$434K Buy
20,729
+10,584
+104% +$203K ﹤0.01% 303
2023
Q3 		$220K Buy
10,145
+612
+6% +$14.9K ﹤0.01% 267
2023
Q2 		$224K Buy
+9,533
New +$219K ﹤0.01% 238
2022
Q3 		– Sell
-8,142
Closed -$204K – 225
2022
Q2 		$204K Buy
8,142
+1,719
+27% +$51.4K ﹤0.01% 215
2022
Q1 		$216K Buy
+6,423
New +$211K ﹤0.01% 224

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morningstar Investment Services's FMS Position: Q4 2024 in Review

Morningstar Investment Services sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 25,389 shares — an estimated $541K sold.

Morningstar Investment Services first reported a position in FMS in Q1 2022 and held it in 8 quarters. The position peaked at $541K in Q3 2024. 190 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

  • Morningstar Investment Services reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 25,389 Fresenius Medical Care shares in Q4 2024, an estimated $541K.
  • Morningstar Investment Services first reported a position in Fresenius Medical Care in Q1 2022 and held it in 8 quarters.
  • Morningstar Investment Services's Fresenius Medical Care position peaked at $541K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.