Sterling Capital Management’s Fresenius Medical Care FMS Stock Holding History

Sterling Capital 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
2018 Q4	–	Sell	-4,648	Closed	-$239K	–	874
2018 Q3	$239K	Sell	4,648 -454	-9%	-$22.7K	﹤0.01%	838
2018 Q2	$257K	Sell	5,102 -117	-2%	-$5.93K	﹤0.01%	813
2018 Q1	$267K	Sell	5,219 -972	-16%	-$51.8K	﹤0.01%	811
2017 Q4	$325K	Buy	6,191 +338	+6%	+$16.8K	﹤0.01%	804
2017 Q3	$286K	Buy	5,853 +797	+16%	+$37.9K	﹤0.01%	830
2017 Q2	$244K	Sell	5,056 -619	-11%	-$28.5K	﹤0.01%	865
2017 Q1	$239K	Sell	5,675 -2,640	-32%	-$109K	﹤0.01%	886
2016 Q4	$351K	Buy	8,315 +1,451	+21%	+$59.2K	﹤0.01%	820
2016 Q3	$300K	Buy	6,864 +1,465	+27%	+$65.6K	﹤0.01%	806
2016 Q2	$235K	Buy	+5,399	New	+$233K	﹤0.01%	859

Other funds holding FMS

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Sterling Capital Management's FMS Position: Q4 2018 in Review

Sterling Capital Management sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 4,648 shares — an estimated $239K sold.

Sterling Capital Management first reported a position in FMS in Q2 2016 and held it in 10 quarters. The position peaked at $351K in Q4 2016. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

Sterling Capital Management reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
Sterling Capital Management sold 4,648 Fresenius Medical Care shares in Q4 2018, an estimated $239K.
Sterling Capital Management first reported a position in Fresenius Medical Care in Q2 2016 and held it in 10 quarters.
Sterling Capital Management's Fresenius Medical Care position peaked at $351K in Q4 2016.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Sterling Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.