R.H. Bluestein & Co’s Fresenius Medical Care FMS Stock Holding History

R.H. Bluestein & Co’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 Q3	–	Sell	-9,000	Closed	-$224K	–	353
2022 Q2	$224K	Hold	9,000	–	–	0.01%	313
2022 Q1	$303K	Hold	9,000	–	–	0.01%	288
2021 Q4	$292K	Sell	9,000 -1,000	-10%	-$32.9K	0.01%	324
2021 Q3	$350K	Hold	10,000	–	–	0.01%	283
2021 Q2	$416K	Hold	10,000	–	–	0.02%	256
2021 Q1	$369K	Hold	10,000	–	–	0.02%	264
2020 Q4	$416K	Hold	10,000	–	–	0.02%	218
2020 Q3	$425K	Hold	10,000	–	–	0.02%	183
2020 Q2	$433K	Hold	10,000	–	–	0.02%	167
2020 Q1	$328K	Hold	10,000	–	–	0.03%	163
2019 Q4	$368K	Hold	10,000	–	–	0.02%	225
2019 Q3	$336K	Hold	10,000	–	–	0.02%	219
2019 Q2	$393K	Hold	10,000	–	–	0.02%	182
2019 Q1	$405K	Hold	10,000	–	–	0.02%	162
2018 Q4	$324K	Hold	10,000	–	–	0.03%	165
2018 Q3	$514K	Hold	10,000	–	–	0.02%	159
2018 Q2	$504K	Hold	10,000	–	–	0.03%	156
2018 Q1	$511K	Hold	10,000	–	–	0.03%	154
2017 Q4	$526K	Hold	10,000	–	–	0.03%	143
2017 Q3	$489K	Hold	10,000	–	–	0.03%	161
2017 Q2	$483K	Hold	10,000	–	–	0.03%	137
2017 Q1	$421K	Sell	10,000 -2,100	-17%	-$86.8K	0.03%	168
2016 Q4	$511K	Buy	12,100 +100	+0.8%	+$4.08K	0.03%	124
2016 Q3	$525K	Hold	12,000	–	–	0.03%	102
2016 Q2	$523K	Hold	12,000	–	–	0.04%	90
2016 Q1	$529K	Hold	12,000	–	–	0.04%	120
2015 Q4	$502K	Hold	12,000	–	–	0.03%	135
2015 Q3	$468K	Hold	12,000	–	–	0.03%	144
2015 Q2	$499K	Hold	12,000	–	–	0.03%	175
2015 Q1	$497K	Hold	12,000	–	–	0.03%	166
2014 Q4	$446K	Hold	12,000	–	–	0.03%	191
2014 Q3	$416K	Hold	12,000	–	–	0.03%	222
2014 Q2	$402K	Hold	12,000	–	–	0.02%	231
2014 Q1	$418K	Hold	12,000	–	–	0.03%	216
2013 Q4	$427K	Hold	12,000	–	–	0.03%	212
2013 Q3	$389K	Hold	12,000	–	–	0.03%	216
2013 Q2	$423K	Buy	+12,000	New	+$417K	0.04%	186

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

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

R.H. Bluestein & Co's FMS Position: Q3 2022 in Review

R.H. Bluestein & Co sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 9,000 shares — an estimated $224K sold.

R.H. Bluestein & Co first reported a position in FMS in Q2 2013 and held it in 37 quarters. The position peaked at $529K in Q1 2016. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

R.H. Bluestein & Co reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
R.H. Bluestein & Co sold 9,000 Fresenius Medical Care shares in Q3 2022, an estimated $224K.
R.H. Bluestein & Co first reported a position in Fresenius Medical Care in Q2 2013 and held it in 37 quarters.
R.H. Bluestein & Co's Fresenius Medical Care position peaked at $529K in Q1 2016.
141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.