Sendero Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Sendero Wealth 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
2022 Q3	–	Sell	-12,533	Closed	-$313K	–	101
2022 Q2	$313K	Sell	12,533 -235	-2%	-$7.02K	0.3%	76
2022 Q1	$430K	Buy	12,768 +715	+6%	+$23.5K	0.2%	56
2021 Q4	$391K	Buy	+12,053	New	+$397K	0.17%	69

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TBC

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sendero Wealth Management's FMS Position: Q3 2022 in Review

Sendero Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 12,533 shares — an estimated $313K sold.

Sendero Wealth Management first reported a position in FMS in Q4 2021 and held it in 3 quarters. The position peaked at $430K in Q1 2022. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

Sendero Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
Sendero Wealth Management sold 12,533 Fresenius Medical Care shares in Q3 2022, an estimated $313K.
Sendero Wealth Management first reported a position in Fresenius Medical Care in Q4 2021 and held it in 3 quarters.
Sendero Wealth Management's Fresenius Medical Care position peaked at $430K in Q1 2022.
141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Sendero Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.