Prelude Capital Management’s Fresenius Medical Care FMS Stock Holding History

Prelude Capital 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	-46,141	Closed	-$648K	–	1425
2022 Q3	$648K	Buy	+46,141	New	+$872K	0.02%	547
2014 Q4	–	Sell	-13,300	Closed	-$929K	–	1978
2014 Q3	$929K	Sell	13,300 -2,194	-14%	-$75.7K	0.13%	195
2014 Q2	$1.04M	Buy	15,494 +9,034	+140%	+$301K	0.14%	171
2014 Q1	$451K	Buy	6,460 +1,379	+27%	+$48.3K	0.06%	444
2013 Q4	$779K	Sell	5,081 -5,067	-50%	-$170K	0.13%	224
2013 Q3	$1.26M	Buy	10,148 +2,968	+41%	+$96.7K	0.2%	93
2013 Q2	$885K	Buy	+7,180	New	+$250K	0.19%	125

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Prelude Capital Management's FMS Position: Q4 2022 in Review

Prelude Capital Management sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 46,141 shares — an estimated $648K sold.

Prelude Capital Management first reported a position in FMS in Q2 2013 and held it in 7 quarters. The position peaked at $1.26M in Q3 2013. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

Prelude Capital Management reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
Prelude Capital Management sold 46,141 Fresenius Medical Care shares in Q4 2022, an estimated $648K.
Prelude Capital Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 7 quarters.
Prelude Capital Management's Fresenius Medical Care position peaked at $1.26M in Q3 2013.
155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Prelude Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.