Y-Intercept (HK)’s Fresenius Medical Care FMS Stock Holding History

Y-Intercept (HK)’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	-14,379	Closed	-$306K	–	1413
2023 Q1	$306K	Sell	14,379 -33,204	-70%	-$636K	0.04%	765
2022 Q4	$778K	Buy	47,583 +12,104	+34%	+$179K	0.11%	275
2022 Q3	$498K	Buy	+35,479	New	+$671K	0.05%	542
2022 Q1	–	Sell	-7,187	Closed	-$233K	–	794
2021 Q4	$233K	Buy	+7,187	New	+$237K	0.06%	472
2021 Q1	–	Sell	-5,677	Closed	-$236K	–	676
2020 Q4	$236K	Buy	+5,677	New	+$237K	0.1%	399

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

Y-Intercept (HK)'s FMS Position: Q2 2023 in Review

Y-Intercept (HK) sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 14,379 shares — an estimated $306K sold.

Y-Intercept (HK) first reported a position in FMS in Q4 2020 and held it in 5 quarters. The position peaked at $778K in Q4 2022. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

Y-Intercept (HK) reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
Y-Intercept (HK) sold 14,379 Fresenius Medical Care shares in Q2 2023, an estimated $306K.
Y-Intercept (HK) first reported a position in Fresenius Medical Care in Q4 2020 and held it in 5 quarters.
Y-Intercept (HK)'s Fresenius Medical Care position peaked at $778K in Q4 2022.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on Y-Intercept (HK)'s 13F filing for Q2 2023, filed 14 Aug 2023.