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Advisor Group’s FedEx FDX Stock Holding History

Advisor Group’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$7.38M Sell
48,792
-5,377
-10% -$829K 0.05% 302
2019
Q3 		$7.89M Buy
54,169
+3,968
+8% +$640K 0.06% 285
2019
Q2 		$8.25M Buy
50,201
+1,125
+2% +$197K 0.06% 259
2019
Q1 		$8.9M Buy
49,076
+6,350
+15% +$1.12M 0.07% 229
2018
Q4 		$6.89M Sell
42,726
-3,786
-8% -$801K 0.07% 240
2018
Q3 		$11.2M Buy
46,512
+10,478
+29% +$2.54M 0.11% 161
2018
Q2 		$8.18M Buy
36,034
+3,161
+10% +$783K 0.11% 169
2018
Q1 		$7.89M Buy
32,873
+670
+2% +$169K 0.11% 174
2017
Q4 		$8.04M Buy
32,203
+6,514
+25% +$1.49M 0.11% 177
2017
Q3 		$5.8M Buy
25,689
+6,524
+34% +$1.39M 0.09% 197
2017
Q2 		$4.17M Sell
19,165
-589
-3% -$116K 0.07% 259
2017
Q1 		$3.85M Buy
19,754
+213
+1% +$40.7K 0.08% 262
2016
Q4 		$3.64M Buy
19,541
+4,384
+29% +$805K 0.08% 250
2016
Q3 		$2.65M Sell
15,157
-2,161
-12% -$354K 0.06% 327
2016
Q2 		$2.63M Buy
+17,318
New +$2.81M 0.07% 308

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Advisor Group's FDX Position: Q4 2019 in Review

Advisor Group reduced its FedEx (FDX) stake by 9.9% in Q4 2019, selling an estimated $829K and leaving 48,792 shares worth $7.38M. The position accounts for 0.05% of the portfolio, ranked #302.

Advisor Group first reported a position in FDX in Q2 2016 and has held it in 15 quarters since. The position peaked at $11.2M in Q3 2018. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Advisor Group held 48,792 shares of FedEx worth $7.38M as of Q4 2019.
  • Advisor Group sold 5,377 FedEx shares in Q4 2019, an estimated $829K.
  • FedEx made up 0.05% of Advisor Group's portfolio in Q4 2019, its #302 holding.
  • Advisor Group first reported a position in FedEx in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's FedEx position peaked at $11.2M in Q3 2018.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.