Pacer Advisors
FMS icon

Pacer Advisors’s Fresenius Medical Care FMS Stock Holding History

Pacer Advisors’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
Q2 		– Sell
-566,286
Closed -$10.9M – 3759
2024
Q1 		$10.9M Buy
566,286
+77,885
+16% +$1.54M 0.03% 408
2023
Q4 		$10.2M Buy
488,401
+484,998
+14,252% +$9.31M 0.03% 403
2023
Q3 		$73.3K Buy
3,403
+206
+6% +$5K ﹤0.01% 2429
2023
Q2 		$76.5K Sell
3,197
-195,417
-98% -$4.48M ﹤0.01% 2950
2023
Q1 		$4.22M Buy
198,614
+52,871
+36% +$1.01M 0.02% 581
2022
Q4 		$2.38M Buy
+145,743
New +$2.16M 0.01% 538
2022
Q1 		– Sell
-3,065
Closed -$99K – 2372
2021
Q4 		$99K Sell
3,065
-8,898
-74% -$293K ﹤0.01% 2094
2021
Q3 		$418K Buy
11,963
+829
+7% +$32.4K 0.01% 1192
2021
Q2 		$463K Buy
+11,134
New +$445K 0.01% 1160
2020
Q4 		– Sell
-4,321
Closed -$184K – 1517
2020
Q3 		$184K Buy
+4,321
New +$186K ﹤0.01% 1193
2020
Q1 		– Sell
-6,093
Closed -$224K – 838
2019
Q4 		$224K Sell
6,093
-7,479
-55% -$265K 0.01% 1096
2019
Q3 		$456K Sell
13,572
-1,948
-13% -$69K 0.01% 1014
2019
Q2 		$610K Sell
15,520
-1,044
-6% -$41.4K 0.01% 938
2019
Q1 		$671K Buy
+16,564
New +$617K 0.02% 525
2018
Q3 		– Sell
-16,339
Closed -$823K – 1216
2018
Q2 		$823K Buy
+16,339
New +$828K 0.04% 723
2018
Q1 		– Sell
-7,490
Closed -$394K – 1070
2017
Q4 		$394K Buy
7,490
+2,385
+47% +$118K 0.03% 778
2017
Q3 		$250K Buy
5,105
+1,394
+38% +$66.3K 0.02% 932
2017
Q2 		$179K Buy
+3,711
New +$171K 0.02% 1032
2013
Q4 		$329K Buy
+8,864
New +$297K 0.08% 334

Other funds holding FMS

Pzena Investment Management
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Pacer Advisors's FMS Position: Q2 2024 in Review

Pacer Advisors sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 566,286 shares — an estimated $10.9M sold.

Pacer Advisors first reported a position in FMS in Q4 2013 and held it in 19 quarters. The position peaked at $10.9M in Q1 2024. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

  • Pacer Advisors reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
  • Pacer Advisors sold 566,286 Fresenius Medical Care shares in Q2 2024, an estimated $10.9M.
  • Pacer Advisors first reported a position in Fresenius Medical Care in Q4 2013 and held it in 19 quarters.
  • Pacer Advisors's Fresenius Medical Care position peaked at $10.9M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Pacer Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.