Sandy Spring Bank’s Fresenius Medical Care FMS Stock Holding History

Sandy Spring Bank’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
2025 Q1	$37.4K	Hold	1,500	–	–	﹤0.01%	629
2024 Q4	$34K	Sell	1,500 -160	-10%	-$3.47K	﹤0.01%	660
2024 Q3	$35.4K	Hold	1,660	–	–	﹤0.01%	657
2024 Q2	$31.7K	Hold	1,660	–	–	﹤0.01%	672
2024 Q1	$32K	Hold	1,660	–	–	﹤0.01%	669
2023 Q4	$34.6K	Hold	1,660	–	–	﹤0.01%	627
2023 Q3	$35.8K	Hold	1,660	–	–	﹤0.01%	602
2023 Q2	$39.7K	Hold	1,660	–	–	﹤0.01%	585
2023 Q1	$35.3K	Hold	1,660	–	–	﹤0.01%	593
2022 Q4	$27.1K	Buy	+1,660	New	+$24.6K	﹤0.01%	642
2022 Q3	–	Sell	-150	Closed	-$4K	–	1147
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	977
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	967
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	1019
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	965
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	961
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	853
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	809
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	731
2020 Q2	$6K	Buy	+150	New	+$5.93K	﹤0.01%	750
2019 Q2	–	Sell	-334	Closed	-$14K	–	839
2019 Q1	$14K	Hold	334	–	–	﹤0.01%	632
2018 Q4	$11K	Hold	334	–	–	﹤0.01%	650
2018 Q3	$17K	Hold	334	–	–	﹤0.01%	613
2018 Q2	$17K	Hold	334	–	–	﹤0.01%	603
2018 Q1	$17K	Hold	334	–	–	﹤0.01%	619
2017 Q4	$18K	Hold	334	–	–	﹤0.01%	608
2017 Q3	$16K	Hold	334	–	–	﹤0.01%	603
2017 Q2	$16K	Hold	334	–	–	﹤0.01%	611
2017 Q1	$14K	Buy	+334	New	+$13.8K	﹤0.01%	639
2014 Q2	–	Sell	-143	Closed	-$5K	–	803
2014 Q1	$5K	Buy	+143	New	+$5.01K	﹤0.01%	643

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

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

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

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

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

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

Sandy Spring Bank's FMS Position: Q1 2025 in Review

Sandy Spring Bank held its Fresenius Medical Care (FMS) position steady in Q1 2025 at 1,500 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Sandy Spring Bank first reported a position in FMS in Q1 2014 and has held it in 29 quarters since. The position peaked at $39.7K in Q2 2023. 202 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

Sandy Spring Bank held 1,500 shares of Fresenius Medical Care worth $37.4K as of Q1 2025.
Sandy Spring Bank left its Fresenius Medical Care share count unchanged in Q1 2025.
Fresenius Medical Care made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #629 holding.
Sandy Spring Bank first reported a position in Fresenius Medical Care in Q1 2014 and has held it in 29 quarters since.
Sandy Spring Bank's Fresenius Medical Care position peaked at $39.7K in Q2 2023.
202 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.