People's United Financial’s Fresenius Medical Care FMS Stock Holding History

People's United Financial’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 Q1	$745K	Buy	22,107 +5,125	+30%	+$169K	0.02%	381
2021 Q4	$551K	Buy	16,982 +39	+0.2%	+$1.28K	0.01%	469
2021 Q3	$592K	Buy	16,943 +126	+0.7%	+$4.92K	0.01%	481
2021 Q2	$699K	Buy	16,817 +76	+0.5%	+$3.04K	0.02%	453
2021 Q1	$617K	Buy	+16,741	New	+$633K	0.01%	454
2018 Q2	–	Sell	-4,424	Closed	-$226K	–	794
2018 Q1	$226K	Sell	4,424 -5,793	-57%	-$309K	0.01%	666
2017 Q4	$537K	Sell	10,217 -30,167	-75%	-$1.5M	0.02%	508
2017 Q3	$1.97M	Buy	40,384 +457	+1%	+$21.7K	0.07%	238
2017 Q2	$1.93M	Sell	39,927 -6,700	-14%	-$309K	0.07%	232
2017 Q1	$1.96M	Buy	46,627 +1,105	+2%	+$45.7K	0.07%	222
2016 Q4	$1.92M	Sell	45,522 -847	-2%	-$34.6K	0.07%	218
2016 Q3	$2.03M	Buy	46,369 +3,397	+8%	+$152K	0.11%	150
2016 Q2	$1.87M	Buy	42,972 +29,525	+220%	+$1.27M	0.1%	159
2016 Q1	$593K	Buy	+13,447	New	+$569K	0.03%	306

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PPA

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

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

People's United Financial's FMS Position: Q1 2022 in Review

People's United Financial increased its Fresenius Medical Care (FMS) stake by 30% in Q1 2022, buying an estimated $169K and bringing the position to 22,107 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #381.

People's United Financial first reported a position in FMS in Q1 2016 and has held it in 14 quarters since. The position peaked at $2.03M in Q3 2016. 178 funds tracked by Wall St. Rank hold FMS as of Q1 2022.

People's United Financial held 22,107 shares of Fresenius Medical Care worth $745K as of Q1 2022.
People's United Financial bought 5,125 Fresenius Medical Care shares in Q1 2022, an estimated $169K.
Fresenius Medical Care made up 0.02% of People's United Financial's portfolio in Q1 2022, its #381 holding.
People's United Financial first reported a position in Fresenius Medical Care in Q1 2016 and has held it in 14 quarters since.
People's United Financial's Fresenius Medical Care position peaked at $2.03M in Q3 2016.
178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.