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North Star Investment Management’s Fresenius Medical Care FMS Stock Holding History

North Star Investment 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
2022
Q4 		– Sell
-175
Closed -$2K – 1321
2022
Q3 		$2K Hold
175
– – ﹤0.01% 1028
2022
Q2 		$4K Hold
175
– – ﹤0.01% 966
2022
Q1 		$6K Hold
175
– – ﹤0.01% 952
2021
Q4 		$6K Buy
+175
New +$5.76K ﹤0.01% 977

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Invesco
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Arrowstreet Capital
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Morgan Stanley
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Millennium Management
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

North Star Investment Management's FMS Position: Q4 2022 in Review

North Star Investment Management sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 175 shares — an estimated $2K sold.

North Star Investment Management first reported a position in FMS in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 153 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

  • North Star Investment Management reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 175 Fresenius Medical Care shares in Q4 2022, an estimated $2K.
  • North Star Investment Management first reported a position in Fresenius Medical Care in Q4 2021 and held it in 4 quarters.
  • North Star Investment Management's Fresenius Medical Care position peaked at $6K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.