Schubert & Co’s Fresenius Medical Care FMS Stock Holding History

Schubert & 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
2023 Q2	–	Sell	-73	Closed	-$1.55K	–	579
2023 Q1	$1.55K	Buy	73 +9	+14%	+$172	﹤0.01%	1015
2022 Q4	$1.05K	Buy	+64	New	+$949	﹤0.01%	1156
2022 Q3	–	Sell	-72	Closed	-$2K	–	1438
2022 Q2	$2K	Buy	+72	New	+$2.15K	﹤0.01%	770

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

TBC

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

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

Schubert & Co's FMS Position: Q2 2023 in Review

Schubert & Co sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 73 shares — an estimated $1.55K sold.

Schubert & Co first reported a position in FMS in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

Schubert & Co reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 73 Fresenius Medical Care shares in Q2 2023, an estimated $1.55K.
Schubert & Co first reported a position in Fresenius Medical Care in Q2 2022 and held it in 3 quarters.
Schubert & Co's Fresenius Medical Care position peaked at $2K in Q2 2022.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.