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Santa Barbara Asset Management’s Fresenius Medical Care FMS Stock Holding History

Santa Barbara Asset Management’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
2013
Q3 		– Sell
-49,640
Closed -$1.75M – 75
2013
Q2 		$1.75M Buy
+49,640
New +$1.73M 0.05% 66

Other funds holding FMS

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

Santa Barbara Asset Management's FMS Position: Q3 2013 in Review

Santa Barbara Asset Management sold out of Fresenius Medical Care (FMS) in Q3 2013, closing a stake of 49,640 shares — an estimated $1.75M sold.

Santa Barbara Asset Management first reported a position in FMS in Q2 2013 and held it in 1 quarter. The position peaked at $1.75M in Q2 2013. 130 funds tracked by Wall St. Rank hold FMS as of Q3 2013.

  • Santa Barbara Asset Management reported no remaining Fresenius Medical Care position as of Q3 2013 after selling out during the quarter.
  • Santa Barbara Asset Management sold 49,640 Fresenius Medical Care shares in Q3 2013, an estimated $1.75M.
  • Santa Barbara Asset Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 1 quarter.
  • Santa Barbara Asset Management's Fresenius Medical Care position peaked at $1.75M in Q2 2013.
  • 130 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2013.

Based on Santa Barbara Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.