Quilter Plc’s Fresenius Medical Care FMS Stock Holding History

Quilter Plc’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
2023 Q4	–	Sell	-1,694	Closed	-$1.79M	–	164
2023 Q3	$1.79M	Hold	1,694	–	–	0.01%	139
2023 Q2	$1.83M	Hold	1,694	–	–	0.01%	142
2023 Q1	$1.82M	Buy	+1,694	New	+$32.4K	0.01%	136

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Quilter Plc's FMS Position: Q4 2023 in Review

Quilter Plc sold out of Fresenius Medical Care (FMS) in Q4 2023, closing a stake of 1,694 shares — an estimated $1.79M sold.

Quilter Plc first reported a position in FMS in Q1 2023 and held it in 3 quarters. The position peaked at $1.83M in Q2 2023. 160 funds tracked by Wall St. Rank hold FMS as of Q4 2023.

Quilter Plc reported no remaining Fresenius Medical Care position as of Q4 2023 after selling out during the quarter.
Quilter Plc sold 1,694 Fresenius Medical Care shares in Q4 2023, an estimated $1.79M.
Quilter Plc first reported a position in Fresenius Medical Care in Q1 2023 and held it in 3 quarters.
Quilter Plc's Fresenius Medical Care position peaked at $1.83M in Q2 2023.
160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.