WhitTier Trust Company’s Fresenius Medical Care FMS Stock Holding History

WhitTier Trust Company’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
2021 Q4	–	Sell	-1,733	Closed	-$61K	–	1079
2021 Q3	$61K	Buy	1,733 +859	+98%	+$33.6K	﹤0.01%	643
2021 Q2	$36K	Buy	+874	New	+$34.9K	﹤0.01%	708

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

TBC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WhitTier Trust Company's FMS Position: Q4 2021 in Review

WhitTier Trust Company sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 1,733 shares — an estimated $61K sold.

WhitTier Trust Company first reported a position in FMS in Q2 2021 and held it in 2 quarters. The position peaked at $61K in Q3 2021. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

WhitTier Trust Company reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
WhitTier Trust Company sold 1,733 Fresenius Medical Care shares in Q4 2021, an estimated $61K.
WhitTier Trust Company first reported a position in Fresenius Medical Care in Q2 2021 and held it in 2 quarters.
WhitTier Trust Company's Fresenius Medical Care position peaked at $61K in Q3 2021.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.