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Triasima Portfolio Management’s Fresenius Medical Care FMS Stock Holding History

Triasima Portfolio 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
2024
Q4 		– Sell
-20,560
Closed -$438K – 149
2024
Q3 		$438K Sell
20,560
-64,870
-76% -$1.28M 0.1% 80
2024
Q2 		$1.63M Buy
85,430
+18,360
+27% +$374K 0.15% 87
2024
Q1 		$1.29M Buy
+67,070
New +$1.33M 0.11% 104

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

Triasima Portfolio Management's FMS Position: Q4 2024 in Review

Triasima Portfolio Management sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 20,560 shares — an estimated $438K sold.

Triasima Portfolio Management first reported a position in FMS in Q1 2024 and held it in 3 quarters. The position peaked at $1.63M in Q2 2024. 189 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

  • Triasima Portfolio Management reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
  • Triasima Portfolio Management sold 20,560 Fresenius Medical Care shares in Q4 2024, an estimated $438K.
  • Triasima Portfolio Management first reported a position in Fresenius Medical Care in Q1 2024 and held it in 3 quarters.
  • Triasima Portfolio Management's Fresenius Medical Care position peaked at $1.63M in Q2 2024.
  • 189 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

Based on Triasima Portfolio Management's 13F filing for Q4 2024, filed 28 Jan 2025.