Shay Capital’s Fresenius Medical Care FMS Stock Holding History

Shay 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
2024 Q2	–	Sell	-60,000	Closed	-$1.16M	–	325
2024 Q1	$1.16M	Buy	+60,000	New	+$1.19M	0.18%	95
2022 Q4	–	Sell	-75,000	Closed	-$1.05M	–	326
2022 Q3	$1.05M	Buy	75,000 +22,500	+43%	+$425K	0.23%	86
2022 Q2	$1.31M	Buy	+52,500	New	+$1.57M	0.26%	87

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Shay Capital's FMS Position: Q2 2024 in Review

Shay Capital sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 60,000 shares — an estimated $1.16M sold.

Shay Capital first reported a position in FMS in Q2 2022 and held it in 3 quarters. The position peaked at $1.31M in Q2 2022. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

Shay Capital reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
Shay Capital sold 60,000 Fresenius Medical Care shares in Q2 2024, an estimated $1.16M.
Shay Capital first reported a position in Fresenius Medical Care in Q2 2022 and held it in 3 quarters.
Shay Capital's Fresenius Medical Care position peaked at $1.31M in Q2 2022.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Shay Capital's 13F filing for Q2 2024, filed 14 Aug 2024.