TIM
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Thornburg Investment Management’s Fresenius Medical Care FMS Stock Holding History

Thornburg Investment 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
2021
Q1 		– Sell
-583,196
Closed -$24.2M – 222
2020
Q4 		$24.2M Sell
583,196
-6,507
-1% -$271K 0.29% 83
2020
Q3 		$25.1M Sell
589,703
-46,171
-7% -$1.99M 0.33% 69
2020
Q2 		$27.5M Buy
635,874
+45,910
+8% +$1.81M 0.35% 66
2020
Q1 		$19.4M Sell
589,964
-53,417
-8% -$1.99M 0.28% 71
2019
Q4 		$23.7M Sell
643,381
-238,456
-27% -$8.45M 0.23% 85
2019
Q3 		$29.6M Sell
881,837
-49,811
-5% -$1.77M 0.29% 75
2019
Q2 		$36.6M Sell
931,648
-6,323
-0.7% -$250K 0.35% 72
2019
Q1 		$38M Buy
937,971
+266,811
+40% +$9.95M 0.37% 68
2018
Q4 		$21.7M Buy
671,160
+188,973
+39% +$7.63M 0.21% 88
2018
Q3 		$24.8M Buy
482,187
+49,941
+12% +$2.5M 0.21% 90
2018
Q2 		$21.8M Buy
432,246
+73,944
+21% +$3.75M 0.17% 122
2018
Q1 		$18.3M Buy
358,302
+120,411
+51% +$6.42M 0.14% 133
2017
Q4 		$12.5M Buy
237,891
+40,914
+21% +$2.03M 0.09% 164
2017
Q3 		$9.63M Buy
196,977
+36,227
+23% +$1.72M 0.07% 187
2017
Q2 		$7.77M Buy
160,750
+11,052
+7% +$509K 0.06% 193
2017
Q1 		$6.31M Sell
149,698
-6,129
-4% -$253K 0.05% 191
2016
Q4 		$6.58M Buy
+155,827
New +$6.36M 0.05% 206
2015
Q3 		– Sell
-636,034
Closed -$26.5M – 284
2015
Q2 		$26.5M Sell
636,034
-84,363
-12% -$3.6M 0.15% 134
2015
Q1 		$29.9M Sell
720,397
-440,781
-38% -$17M 0.17% 134
2014
Q4 		$43.1M Sell
1,161,178
-912,493
-44% -$32.9M 0.22% 118
2014
Q3 		$72M Sell
2,073,671
-893,224
-30% -$30.8M 0.32% 95
2014
Q2 		$99.4M Sell
2,966,895
-244,708
-8% -$8.16M 0.4% 85
2014
Q1 		$112M Sell
3,211,603
-29,641
-0.9% -$1.04M 0.44% 70
2013
Q4 		$115M Sell
3,241,244
-239,870
-7% -$8.04M 0.44% 67
2013
Q3 		$113M Buy
3,481,114
+49,375
+1% +$1.61M 0.45% 64
2013
Q2 		$121M Buy
+3,431,739
New +$119M 0.55% 50

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Thornburg Investment Management's FMS Position: Q1 2021 in Review

Thornburg Investment Management sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 583,196 shares — an estimated $24.2M sold.

Thornburg Investment Management first reported a position in FMS in Q2 2013 and held it in 26 quarters. The position peaked at $121M in Q2 2013. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

  • Thornburg Investment Management reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
  • Thornburg Investment Management sold 583,196 Fresenius Medical Care shares in Q1 2021, an estimated $24.2M.
  • Thornburg Investment Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 26 quarters.
  • Thornburg Investment Management's Fresenius Medical Care position peaked at $121M in Q2 2013.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Thornburg Investment Management's 13F filing for Q1 2021, filed 14 May 2021.