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Fresenius Medical Care AG & Co. shares owned by Creative Planning

Quarter-by-quarter ownership of Fresenius Medical Care AG & Co. (FMS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fresenius Medical Care AG & Co.

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All positions including Fresenius Medical Care AG & Co. held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fresenius Medical Care AG & Co. by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $622k 30k 20.82
2023-09-30 $588k 27k 21.54
2023-06-30 $719k 30k 23.93
2023-03-31 $500k 24k 21.26
2022-12-31 $275k 17k 16.34
2020-12-31 $295k 7.1k 41.59
2020-09-30 $306k 7.2k 42.45
2020-06-30 $329k 7.6k 43.27
2020-03-31 $239k 7.3k 32.79
2019-12-31 $241k 6.6k 36.79
2019-09-30 $218k 6.5k 33.63
2019-06-30 $253k 6.5k 39.21
2019-03-31 $273k 6.7k 40.60
2018-12-31 $232k 7.2k 32.42
2018-09-30 $445k 8.6k 51.47
2018-06-30 $431k 8.6k 50.40
2018-03-31 $438k 8.6k 51.13
2017-12-31 $485k 9.2k 52.57
2017-09-30 $423k 8.6k 48.93
2017-06-30 $405k 8.4k 48.36
2017-03-31 $363k 8.6k 42.14
2016-12-31 $360k 8.5k 42.26
2016-09-30 $329k 7.5k 43.80
2016-06-30 $313k 7.2k 43.64
2016-03-31 $314k 7.1k 44.06
2015-12-31 $338k 8.1k 41.84
2015-09-30 $277k 7.1k 38.95
2015-03-31 $25k 611 40.92
2014-12-31 $28k 760 36.84
2014-09-30 $21k 592 35.47
2014-06-30 $9.0k 256 35.16
2014-03-31 $16k 467 34.26
2013-12-31 $17k 467 36.40
2013-09-30 $15k 467 32.12
2013-06-30 $16k 452 35.40
2012-12-31 $17k 494 34.41
2012-09-30 $7.0k 92 76.09
2012-06-30 $6.0k 92 65.22
2011-12-31 $6.0k 92 65.22

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Top funds holding Fresenius Medical Care AG & Co.

Pzena Investment Management
Fiduciary Management
Dodge & Cox
Goldman Sachs Group
Pacer Advisors
Citadel Advisors
Moran Wealth Management
Guardian Capital Advisors
Partnership Wealth Management
O'shaughnessy Asset Management
Arrowstreet Capital, Limited Partnership
Settian Capital
Franklin Resources
Triasima Portfolio Management
CI Private Wealth

View all funds holding Fresenius Medical Care AG & Co.