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RFP Financial Group’s Fresenius Medical Care FMS Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-107
Closed -$2.04K – 354
2024
Q2 		$2.04K Hold
107
– – ﹤0.01% 709
2024
Q1 		$2.06K Hold
107
– – ﹤0.01% 671
2023
Q4 		$2.23K Buy
+107
New +$2.06K ﹤0.01% 673

Other funds holding FMS

Pzena Investment Management
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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
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RFP Financial Group's FMS Position: Q3 2024 in Review

RFP Financial Group sold out of Fresenius Medical Care (FMS) in Q3 2024, closing a stake of 107 shares — an estimated $2.04K sold.

RFP Financial Group first reported a position in FMS in Q4 2023 and held it in 3 quarters. The position peaked at $2.23K in Q4 2023. 167 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

  • RFP Financial Group reported no remaining Fresenius Medical Care position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 107 Fresenius Medical Care shares in Q3 2024, an estimated $2.04K.
  • RFP Financial Group first reported a position in Fresenius Medical Care in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's Fresenius Medical Care position peaked at $2.23K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.