ORG Partners’s Fresenius Medical Care FMS Stock Holding History

ORG Partners’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 Q3	–	Sell	-5,786	Closed	-$111K	–	1245
2024 Q2	$111K	Buy	5,786 +18	+0.3%	+$367	0.01%	563
2024 Q1	$110K	Buy	+5,768	New	+$114K	0.21%	66

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

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

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

ORG Partners's FMS Position: Q3 2024 in Review

ORG Partners sold out of Fresenius Medical Care (FMS) in Q3 2024, closing a stake of 5,786 shares — an estimated $111K sold.

ORG Partners first reported a position in FMS in Q1 2024 and held it in 2 quarters. The position peaked at $111K in Q2 2024. 167 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

ORG Partners reported no remaining Fresenius Medical Care position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 5,786 Fresenius Medical Care shares in Q3 2024, an estimated $111K.
ORG Partners first reported a position in Fresenius Medical Care in Q1 2024 and held it in 2 quarters.
ORG Partners's Fresenius Medical Care position peaked at $111K in Q2 2024.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.