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Zullo Investment Group’s Fresenius Medical Care FMS Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-200
Closed -$3.27K – 349
2022
Q4 		$3.27K Hold
200
– – ﹤0.01% 639
2022
Q3 		$3K Hold
200
– – ﹤0.01% 651
2022
Q2 		$5K Hold
200
– – ﹤0.01% 614
2022
Q1 		$7K Hold
200
– – ﹤0.01% 590
2021
Q4 		$6K Buy
+200
New +$6.58K ﹤0.01% 622

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Invesco
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Morgan Stanley
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Balyasny Asset Management
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Arrowstreet Capital
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Jane Street
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BlackRock
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zullo Investment Group's FMS Position: Q1 2023 in Review

Zullo Investment Group sold out of Fresenius Medical Care (FMS) in Q1 2023, closing a stake of 200 shares — an estimated $3.27K sold.

Zullo Investment Group first reported a position in FMS in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q1 2023.

  • Zullo Investment Group reported no remaining Fresenius Medical Care position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 200 Fresenius Medical Care shares in Q1 2023, an estimated $3.27K.
  • Zullo Investment Group first reported a position in Fresenius Medical Care in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Fresenius Medical Care position peaked at $7K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.