TBC
FMS icon

Tweedy, Browne Co’s Fresenius Medical Care FMS Stock Holding History

Tweedy, Browne Co’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
2023
Q3 		– Sell
-339,637
Closed -$8.13M – 49
2023
Q2 		$8.13M Sell
339,637
-3,922
-1% -$89.9K 0.43% 29
2023
Q1 		$7.3M Buy
343,559
+4,647
+1% +$89K 0.4% 30
2022
Q4 		$5.54M Sell
338,912
-664,124
-66% -$9.85M 0.29% 32
2022
Q3 		$14.1M Sell
1,003,036
-13,404
-1% -$253K 0.62% 26
2022
Q2 		$25.4M Sell
1,016,440
-10,495
-1% -$314K 1.04% 23
2022
Q1 		$34.6M Buy
1,026,935
+990
+0.1% +$32.6K 1.12% 22
2021
Q4 		$33.3M Buy
1,025,945
+176,223
+21% +$5.8M 1.06% 23
2021
Q3 		$29.7M Buy
849,722
+244,758
+40% +$9.56M 0.99% 24
2021
Q2 		$25.1M Buy
604,964
+74,900
+14% +$2.99M 0.71% 29
2021
Q1 		$19.5M Buy
+530,064
New +$20M 0.57% 29

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Tweedy, Browne Co's FMS Position: Q3 2023 in Review

Tweedy, Browne Co sold out of Fresenius Medical Care (FMS) in Q3 2023, closing a stake of 339,637 shares — an estimated $8.13M sold.

Tweedy, Browne Co first reported a position in FMS in Q1 2021 and held it in 10 quarters. The position peaked at $34.6M in Q1 2022. 148 funds tracked by Wall St. Rank hold FMS as of Q3 2023.

  • Tweedy, Browne Co reported no remaining Fresenius Medical Care position as of Q3 2023 after selling out during the quarter.
  • Tweedy, Browne Co sold 339,637 Fresenius Medical Care shares in Q3 2023, an estimated $8.13M.
  • Tweedy, Browne Co first reported a position in Fresenius Medical Care in Q1 2021 and held it in 10 quarters.
  • Tweedy, Browne Co's Fresenius Medical Care position peaked at $34.6M in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2023.

Based on Tweedy, Browne Co's 13F filing for Q3 2023, filed 13 Nov 2023.