TwinBeech Capital’s Fresenius Medical Care FMS Stock Holding History

TwinBeech Capital’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	-31,118	Closed	-$663K	–	713
2024 Q3	$663K	Buy	+31,118	New	+$612K	0.01%	551
2022 Q4	–	Sell	-123,881	Closed	-$1.74M	–	768
2022 Q3	$1.74M	Buy	+123,881	New	+$2.34M	0.05%	366
2022 Q2	–	Sell	-12,085	Closed	-$407K	–	574
2022 Q1	$407K	Buy	12,085 +1,800	+18%	+$59.2K	0.02%	404
2021 Q4	$334K	Buy	+10,285	New	+$339K	0.02%	470
2021 Q2	–	Sell	-6,749	Closed	-$249K	–	513
2021 Q1	$249K	Buy	+6,749	New	+$255K	0.04%	405

Other funds holding FMS

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TwinBeech Capital's FMS Position: Q4 2024 in Review

TwinBeech Capital sold out of Fresenius Medical Care (FMS) in Q4 2024, closing a stake of 31,118 shares — an estimated $663K sold.

TwinBeech Capital first reported a position in FMS in Q1 2021 and held it in 5 quarters. The position peaked at $1.74M in Q3 2022. 189 funds tracked by Wall St. Rank hold FMS as of Q4 2024.

TwinBeech Capital reported no remaining Fresenius Medical Care position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 31,118 Fresenius Medical Care shares in Q4 2024, an estimated $663K.
TwinBeech Capital first reported a position in Fresenius Medical Care in Q1 2021 and held it in 5 quarters.
TwinBeech Capital's Fresenius Medical Care position peaked at $1.74M in Q3 2022.
189 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.