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swisspartners Advisors’s Fresenius Medical Care FMS Stock Holding History

swisspartners Advisors’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
Q3 		– Sell
-19,200
Closed -$1.59M – 31
2021
Q2 		$1.59M Buy
19,200
+900
+5% +$36K 1.25% 20
2021
Q1 		$1.35M Buy
+18,300
New +$692K 1.19% 19

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

swisspartners Advisors's FMS Position: Q3 2021 in Review

swisspartners Advisors sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 19,200 shares — an estimated $1.59M sold.

swisspartners Advisors first reported a position in FMS in Q1 2021 and held it in 2 quarters. The position peaked at $1.59M in Q2 2021. 159 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

  • swisspartners Advisors reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
  • swisspartners Advisors sold 19,200 Fresenius Medical Care shares in Q3 2021, an estimated $1.59M.
  • swisspartners Advisors first reported a position in Fresenius Medical Care in Q1 2021 and held it in 2 quarters.
  • swisspartners Advisors's Fresenius Medical Care position peaked at $1.59M in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on swisspartners Advisors's 13F filing for Q3 2021, filed 17 Nov 2021.