NWQ Investment Management Company’s Fresenius Medical Care FMS Stock Holding History

NWQ Investment Management Company’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
2020 Q3	$2.99M	Sell	237,346 -8,357	-3%	-$360K	0.14%	130
2020 Q2	$10.6K	Sell	245,703 -27,475	-10%	-$1.09M	0.36%	78
2020 Q1	$8.96M	Sell	273,178 -45,200	-14%	-$1.68M	0.36%	92
2019 Q4	$11.7M	Sell	318,378 -87,795	-22%	-$3.11M	0.29%	112
2019 Q3	$13.6M	Buy	+406,173	New	+$14.4M	0.33%	108

Other funds holding FMS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

NWQ Investment Management Company's FMS Position: Q3 2020 in Review

NWQ Investment Management Company reduced its Fresenius Medical Care (FMS) stake by 3.4% in Q3 2020, selling an estimated $360K and leaving 237,346 shares worth $2.99M. The position accounts for 0.14% of the portfolio, ranked #130.

NWQ Investment Management Company first reported a position in FMS in Q3 2019 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2019. 182 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

NWQ Investment Management Company held 237,346 shares of Fresenius Medical Care worth $2.99M as of Q3 2020.
NWQ Investment Management Company sold 8,357 Fresenius Medical Care shares in Q3 2020, an estimated $360K.
Fresenius Medical Care made up 0.14% of NWQ Investment Management Company's portfolio in Q3 2020, its #130 holding.
NWQ Investment Management Company first reported a position in Fresenius Medical Care in Q3 2019 and has held it in 5 quarters since.
NWQ Investment Management Company's Fresenius Medical Care position peaked at $13.6M in Q3 2019.
182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.