MOTCO’s Fresenius Medical Care FMS Stock Holding History

MOTCO’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 Q3	–	Sell	-22	Closed	-$526	–	882
2023 Q2	$526	Buy	+22	New	+$505	﹤0.01%	850
2016 Q4	–	Sell	-63	Closed	-$3K	–	597
2016 Q3	$3K	Buy	+63	New	+$2.82K	﹤0.01%	569

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MOTCO's FMS Position: Q3 2023 in Review

MOTCO sold out of Fresenius Medical Care (FMS) in Q3 2023, closing a stake of 22 shares — an estimated $526 sold.

MOTCO first reported a position in FMS in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 148 funds tracked by Wall St. Rank hold FMS as of Q3 2023.

MOTCO reported no remaining Fresenius Medical Care position as of Q3 2023 after selling out during the quarter.
MOTCO sold 22 Fresenius Medical Care shares in Q3 2023, an estimated $526.
MOTCO first reported a position in Fresenius Medical Care in Q3 2016 and held it in 2 quarters.
MOTCO's Fresenius Medical Care position peaked at $3K in Q3 2016.
148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2023.

Based on MOTCO's 13F filing for Q3 2023, filed 7 Nov 2023.