Scotia Capital’s Fresenius Medical Care FMS Stock Holding History

Scotia Capital’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 Q4	–	Sell	-69,523	Closed	-$976K	–	800
2022 Q3	$976K	Sell	69,523 -6,987	-9%	-$132K	0.01%	461
2022 Q2	$1.91M	Buy	76,510 +1,065	+1%	+$31.8K	0.01%	365
2022 Q1	$2.54M	Buy	75,445 +2,623	+4%	+$86.3K	0.02%	357
2021 Q4	$2.36M	Buy	+72,822	New	+$2.4M	0.02%	380

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 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

Scotia Capital's FMS Position: Q4 2022 in Review

Scotia Capital sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 69,523 shares — an estimated $976K sold.

Scotia Capital first reported a position in FMS in Q4 2021 and held it in 4 quarters. The position peaked at $2.54M in Q1 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

Scotia Capital reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
Scotia Capital sold 69,523 Fresenius Medical Care shares in Q4 2022, an estimated $976K.
Scotia Capital first reported a position in Fresenius Medical Care in Q4 2021 and held it in 4 quarters.
Scotia Capital's Fresenius Medical Care position peaked at $2.54M in Q1 2022.
155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Scotia Capital's 13F filing for Q4 2022, filed 9 Feb 2023.