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Sunbelt Securities’s Fresenius Medical Care FMS Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-628
Closed -$13.4K – 1852
2024
Q3 		$13.4K Hold
628
– – ﹤0.01% 1241
2024
Q2 		$12K Buy
628
+13
+2% +$265 ﹤0.01% 1229
2024
Q1 		$11.9K Hold
615
– – ﹤0.01% 1203
2023
Q4 		$12.8K Buy
+615
New +$11.8K ﹤0.01% 1124

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sunbelt Securities's FMS Position: Q4 2024 in Review

Sunbelt Securities sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 628 shares — an estimated $13.4K sold.

Sunbelt Securities first reported a position in FMS in Q4 2023 and held it in 4 quarters. The position peaked at $13.4K in Q3 2024. 189 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

  • Sunbelt Securities reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 628 Fresenius Medical Care shares in Q4 2024, an estimated $13.4K.
  • Sunbelt Securities first reported a position in Fresenius Medical Care in Q4 2023 and held it in 4 quarters.
  • Sunbelt Securities's Fresenius Medical Care position peaked at $13.4K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.