SimplyRich’s Fresenius Medical Care FMS Stock Holding History

SimplyRich’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 Q2	–	Sell	-10,372	Closed	-$349K	–	164
2022 Q1	$349K	Hold	10,372	–	–	0.12%	135
2021 Q4	$337K	Sell	10,372 -300	-3%	-$9.88K	0.11%	143
2021 Q3	$373K	Hold	10,672	–	–	0.14%	129
2021 Q2	$443K	Hold	10,672	–	–	0.2%	105
2021 Q1	$394K	Hold	10,672	–	–	0.16%	119
2020 Q4	$444K	Hold	10,672	–	–	0.2%	100
2020 Q3	$453K	Hold	10,672	–	–	0.23%	98
2020 Q2	$458K	Hold	10,672	–	–	0.25%	92
2020 Q1	$348K	Sell	10,672 -412	-4%	-$15.3K	0.23%	91
2019 Q4	$407K	Hold	11,084	–	–	0.2%	113
2019 Q3	$373K	Hold	11,084	–	–	0.2%	115
2019 Q2	$435K	Sell	11,084 -3,000	-21%	-$119K	0.24%	110
2019 Q1	$571K	Buy	+14,084	New	+$525K	0.46%	61
2018 Q4	–	Sell	-17,748	Closed	-$913K	–	100
2018 Q3	$913K	Sell	17,748 -3,599	-17%	-$180K	0.5%	61
2018 Q2	$1.07M	Hold	21,347	–	–	0.62%	48
2018 Q1	$1.09M	Buy	21,347 +3,599	+20%	+$192K	0.61%	48
2017 Q4	$933K	Buy	+17,748	New	+$882K	0.52%	62

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

TBC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

SimplyRich's FMS Position: Q2 2022 in Review

SimplyRich sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 10,372 shares — an estimated $349K sold.

SimplyRich first reported a position in FMS in Q4 2017 and held it in 17 quarters. The position peaked at $1.09M in Q1 2018. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

SimplyRich reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
SimplyRich sold 10,372 Fresenius Medical Care shares in Q2 2022, an estimated $349K.
SimplyRich first reported a position in Fresenius Medical Care in Q4 2017 and held it in 17 quarters.
SimplyRich's Fresenius Medical Care position peaked at $1.09M in Q1 2018.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on SimplyRich's 13F filing for Q2 2022, filed 22 Jul 2022.