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

Stevens 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
2020 Q1	–	Sell	-8,457	Closed	-$311K	–	158
2019 Q4	$311K	Buy	+8,457	New	+$300K	0.03%	438
2019 Q3	–	Sell	-13,018	Closed	-$511K	–	629
2019 Q2	$511K	Buy	+13,018	New	+$516K	0.02%	462
2019 Q1	–	Sell	-8,548	Closed	-$277K	–	748
2018 Q4	$277K	Buy	+8,548	New	+$345K	0.01%	579
2017 Q2	–	Sell	-7,990	Closed	-$337K	–	909
2017 Q1	$337K	Buy	+7,990	New	+$330K	0.01%	673
2016 Q3	–	Sell	-11,903	Closed	-$519K	–	974
2016 Q2	$519K	Buy	+11,903	New	+$513K	0.02%	563

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 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

TIM

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

PPA

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Stevens Capital Management's FMS Position: Q1 2020 in Review

Stevens Capital Management sold out of Fresenius Medical Care (FMS) in Q1 2020, closing a stake of 8,457 shares — an estimated $311K sold.

Stevens Capital Management first reported a position in FMS in Q2 2016 and held it in 5 quarters. The position peaked at $519K in Q2 2016. 177 funds tracked by Wall St. Rank hold FMS as of Q1 2020.

Stevens Capital Management reported no remaining Fresenius Medical Care position as of Q1 2020 after selling out during the quarter.
Stevens Capital Management sold 8,457 Fresenius Medical Care shares in Q1 2020, an estimated $311K.
Stevens Capital Management first reported a position in Fresenius Medical Care in Q2 2016 and held it in 5 quarters.
Stevens Capital Management's Fresenius Medical Care position peaked at $519K in Q2 2016.
177 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2020.

Based on Stevens Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.