Vigilant Capital Management’s Fresenius Medical Care FMS Stock Holding History

Vigilant Capital 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
2023 Q2	–	Sell	-200	Closed	-$4K	–	464
2023 Q1	$4K	Hold	200	–	–	﹤0.01%	416
2022 Q4	$3K	Hold	200	–	–	﹤0.01%	474
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	544
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	522
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	482
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	552
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	577
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	372
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	330
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	299
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	319
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	286
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	296
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	435
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	355
2019 Q2	$8K	Hold	200	–	–	﹤0.01%	350
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	360
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	398
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	401
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	415
2018 Q1	$10K	Buy	+200	New	+$10.7K	﹤0.01%	365

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

Vigilant Capital Management's FMS Position: Q2 2023 in Review

Vigilant Capital Management sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 200 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in FMS in Q1 2018 and held it in 21 quarters. The position peaked at $10K in Q3 2018. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

Vigilant Capital Management reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
Vigilant Capital Management sold 200 Fresenius Medical Care shares in Q2 2023, an estimated $4K.
Vigilant Capital Management first reported a position in Fresenius Medical Care in Q1 2018 and held it in 21 quarters.
Vigilant Capital Management's Fresenius Medical Care position peaked at $10K in Q3 2018.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.