PO
FMS icon

Private Ocean’s Fresenius Medical Care FMS Stock Holding History

Private Ocean’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 		$458 Buy
+24
New +$489 ﹤0.01% 577

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

Private Ocean's FMS Position: Q2 2024 in Review

Private Ocean opened a new position in Fresenius Medical Care (FMS) in Q2 2024: 24 shares worth $458. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

  • Private Ocean held 24 shares of Fresenius Medical Care worth $458 as of Q2 2024.
  • Fresenius Medical Care was a new Private Ocean position in Q2 2024.
  • Fresenius Medical Care made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #577 holding.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.