Aperio Group’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $40M | Buy |
154,097
+9,545
| +7% | +$2.64M | 0.12% | 167 |
|
|
2020
Q3 | $36.4M | Buy |
144,552
+7,592
| +6% | +$1.52M | 0.12% | 168 |
|
|
2020
Q2 | $19.2M | Sell |
136,960
-10,266
| -7% | -$1.29M | 0.07% | 267 |
|
|
2020
Q1 | $17.9M | Buy |
147,226
+4,437
| +3% | +$625K | 0.08% | 247 |
|
|
2019
Q4 | $21.6M | Sell |
142,789
-12,254
| -8% | -$1.89M | 0.08% | 274 |
|
|
2019
Q3 | $22.6M | Sell |
155,043
-9,599
| -6% | -$1.55M | 0.09% | 265 |
|
|
2019
Q2 | $27M | Sell |
164,642
-5,133
| -3% | -$899K | 0.11% | 208 |
|
|
2019
Q1 | $30.8M | Sell |
169,775
-2,108
| -1% | -$373K | 0.13% | 165 |
|
|
2018
Q4 | $27.7M | Sell |
171,883
-14,690
| -8% | -$3.11M | 0.14% | 159 |
|
|
2018
Q3 | $44.9M | Sell |
186,573
-4,570
| -2% | -$1.11M | 0.2% | 112 |
|
|
2018
Q2 | $43.4M | Sell |
191,143
-4,846
| -2% | -$1.2M | 0.21% | 105 |
|
|
2018
Q1 | $47.1M | Buy |
195,989
+8,177
| +4% | +$2.07M | 0.23% | 88 |
|
|
2017
Q4 | $46.9M | Buy |
187,812
+21,135
| +13% | +$4.83M | 0.24% | 89 |
|
|
2017
Q3 | $37.6M | Buy |
166,677
+8,540
| +5% | +$1.82M | 0.21% | 104 |
|
|
2017
Q2 | $34.4M | Buy |
158,137
+12,621
| +9% | +$2.49M | 0.21% | 103 |
|
|
2017
Q1 | $28.4M | Buy |
145,516
+7,245
| +5% | +$1.38M | 0.19% | 110 |
|
|
2016
Q4 | $25.7M | Sell |
138,271
-384
| -0.3% | -$70.5K | 0.2% | 109 |
|
|
2016
Q3 | $24.2M | Sell |
138,655
-4,629
| -3% | -$758K | 0.18% | 133 |
|
|
2016
Q2 | $21.7M | Buy |
143,284
+18,121
| +14% | +$2.94M | 0.17% | 141 |
|
|
2016
Q1 | $20.4M | Buy |
125,163
+3,118
| +3% | +$434K | 0.17% | 141 |
|
|
2015
Q4 | $18.2M | Buy |
122,045
+9,123
| +8% | +$1.41M | 0.17% | 147 |
|
|
2015
Q3 | $16.3M | Buy |
112,922
+6,562
| +6% | +$1.05M | 0.17% | 143 |
|
|
2015
Q2 | $18.1M | Buy |
106,360
+9,820
| +10% | +$1.71M | 0.19% | 127 |
|
|
2015
Q1 | $16M | Buy |
96,540
+3,694
| +4% | +$641K | 0.18% | 129 |
|
|
2014
Q4 | $16.1M | Buy |
92,846
+1,074
| +1% | +$182K | 0.2% | 117 |
|
|
2014
Q3 | $14.8M | Buy |
91,772
+8,732
| +11% | +$1.33M | 0.2% | 120 |
|
|
2014
Q2 | $12.6M | Buy |
83,040
+2,624
| +3% | +$367K | 0.18% | 140 |
|
|
2014
Q1 | $10.7M | Buy |
+80,416
| New | +$10.9M | 0.15% | 161 |
|
|
2013
Q4 | – | Sell |
-72,090
| Closed | -$9.55M | – | 131 |
|
|
2013
Q3 | $8.23M | Buy |
72,090
+8,228
| +13% | +$888K | 0.16% | 142 |
|
|
2013
Q2 | $6.3M | Buy |
+63,862
| New | +$6.2M | 0.15% | 150 |
|
Other funds holding FDX
Aperio Group's FDX Position: Q4 2020 in Review
Aperio Group increased its FedEx (FDX) stake by 6.6% in Q4 2020, buying an estimated $2.64M and bringing the position to 154,097 shares worth $40M. The position accounts for 0.12% of the portfolio, ranked #167.
Aperio Group first reported a position in FDX in Q2 2013 and has held it in 30 quarters since. The position peaked at $47.1M in Q1 2018. 1,547 funds tracked by Wall St. Rank hold FDX as of Q4 2020.
- Aperio Group held 154,097 shares of FedEx worth $40M as of Q4 2020.
- Aperio Group bought 9,545 FedEx shares in Q4 2020, an estimated $2.64M.
- FedEx made up 0.12% of Aperio Group's portfolio in Q4 2020, its #167 holding.
- Aperio Group first reported a position in FedEx in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's FedEx position peaked at $47.1M in Q1 2018.
- 1,547 funds tracked by Wall St. Rank held FedEx as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.