Sivik Global Healthcare’s Fresenius Medical Care FMS Stock Holding History

Sivik Global Healthcare’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
2021 Q2	–	Sell	-145,000	Closed	-$5.35M	–	53
2021 Q1	$5.35M	Buy	+145,000	New	+$5.48M	1.95%	29
2019 Q2	–	Sell	-50,000	Closed	-$2.03M	–	64
2019 Q1	$2.03M	Buy	+50,000	New	+$1.86M	0.75%	48
2018 Q4	–	Sell	-40,000	Closed	-$2.06M	–	56
2018 Q3	$2.06M	Buy	40,000 +5,000	+14%	+$250K	0.73%	51
2018 Q2	$1.76M	Sell	35,000 -15,000	-30%	-$761K	0.68%	51
2018 Q1	$2.55M	Buy	+50,000	New	+$2.67M	1.19%	34
2016 Q4	–	Sell	-40,000	Closed	-$1.75M	–	57
2016 Q3	$1.75M	Buy	+40,000	New	+$1.79M	0.88%	39

Other funds holding FMS

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sivik Global Healthcare's FMS Position: Q2 2021 in Review

Sivik Global Healthcare sold out of Fresenius Medical Care (FMS) in Q2 2021, closing a stake of 145,000 shares — an estimated $5.35M sold.

Sivik Global Healthcare first reported a position in FMS in Q3 2016 and held it in 6 quarters. The position peaked at $5.35M in Q1 2021. 173 funds tracked by Wall St. Rank hold FMS as of Q2 2021.

Sivik Global Healthcare reported no remaining Fresenius Medical Care position as of Q2 2021 after selling out during the quarter.
Sivik Global Healthcare sold 145,000 Fresenius Medical Care shares in Q2 2021, an estimated $5.35M.
Sivik Global Healthcare first reported a position in Fresenius Medical Care in Q3 2016 and held it in 6 quarters.
Sivik Global Healthcare's Fresenius Medical Care position peaked at $5.35M in Q1 2021.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2021.

Based on Sivik Global Healthcare's 13F filing for Q2 2021, filed 10 Aug 2021.