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American Trust Investment Advisors’s FedEx FDX Stock Holding History

American Trust Investment Advisors’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 		– Sell
-23,952
Closed -$3.49M – 77
2019
Q3 		$3.49M Sell
23,952
-95
-0.4% -$15.3K 2.68% 15
2019
Q2 		$3.95M Buy
24,047
+365
+2% +$63.9K 3.07% 9
2019
Q1 		$4.3M Buy
23,682
+1,118
+5% +$198K 3.31% 5
2018
Q4 		$3.64M Buy
22,564
+6,924
+44% +$1.46M 3.22% 7
2018
Q3 		$3.77M Buy
15,640
+57
+0.4% +$13.8K 2.93% 10
2018
Q2 		$3.54M Sell
15,583
-47
-0.3% -$11.6K 2.9% 9
2018
Q1 		$3.75M Hold
15,630
– – 3% 8
2017
Q4 		$3.9M Buy
+15,630
New +$3.57M 3.05% 8
2016
Q4 		– Sell
-17,515
Closed -$3.06M – 71
2016
Q3 		$3.06M Buy
17,515
+1,410
+9% +$231K 3.08% 8
2016
Q2 		$2.44M Buy
16,105
+610
+4% +$98.9K 2.52% 13
2016
Q1 		$2.52M Buy
15,495
+4,410
+40% +$613K 2.6% 16
2015
Q4 		$1.65M Buy
11,085
+330
+3% +$51K 1.86% 26
2015
Q3 		$1.55M Sell
10,755
-210
-2% -$33.5K 1.8% 27
2015
Q2 		$1.87M Buy
10,965
+10
+0.1% +$1.74K 1.86% 26
2015
Q1 		$1.81M Buy
+10,955
New +$1.9M 1.8% 27

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

American Trust Investment Advisors's FDX Position: Q4 2019 in Review

American Trust Investment Advisors sold out of FedEx (FDX) in Q4 2019, closing a stake of 23,952 shares — an estimated $3.49M sold.

American Trust Investment Advisors first reported a position in FDX in Q1 2015 and held it in 15 quarters. The position peaked at $4.3M in Q1 2019. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • American Trust Investment Advisors reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • American Trust Investment Advisors sold 23,952 FedEx shares in Q4 2019, an estimated $3.49M.
  • American Trust Investment Advisors first reported a position in FedEx in Q1 2015 and held it in 15 quarters.
  • American Trust Investment Advisors's FedEx position peaked at $4.3M in Q1 2019.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on American Trust Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.