TF
FMS icon

Tompkins Financial’s Fresenius Medical Care FMS Stock Holding History

Tompkins Financial’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
Q2 		– Sell
-1,000
Closed -$19.3K – 609
2024
Q1 		$19.3K Hold
1,000
– – ﹤0.01% 437
2023
Q4 		$20.8K Hold
1,000
– – ﹤0.01% 422
2023
Q3 		$21.5K Hold
1,000
– – ﹤0.01% 400
2023
Q2 		$23.9K Hold
1,000
– – ﹤0.01% 397
2023
Q1 		$21.3K Hold
1,000
– – ﹤0.01% 416
2022
Q4 		$16K Buy
+1,000
New +$14.8K ﹤0.01% 432
2014
Q3 		– Sell
-206
Closed -$7K – 494
2014
Q2 		$7K Hold
206
– – ﹤0.01% 414
2014
Q1 		$7K Hold
206
– – ﹤0.01% 413
2013
Q4 		$7K Buy
+206
New +$6.91K ﹤0.01% 439

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Tompkins Financial's FMS Position: Q2 2024 in Review

Tompkins Financial sold out of Fresenius Medical Care (FMS) in Q2 2024, closing a stake of 1,000 shares — an estimated $19.3K sold.

Tompkins Financial first reported a position in FMS in Q4 2013 and held it in 9 quarters. The position peaked at $23.9K in Q2 2023. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

  • Tompkins Financial reported no remaining Fresenius Medical Care position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 1,000 Fresenius Medical Care shares in Q2 2024, an estimated $19.3K.
  • Tompkins Financial first reported a position in Fresenius Medical Care in Q4 2013 and held it in 9 quarters.
  • Tompkins Financial's Fresenius Medical Care position peaked at $23.9K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.