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Appleton Partners’s FedEx FDX Stock Holding History

Appleton Partners’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
Q2 		– Sell
-1,396
Closed -$253K – 281
2019
Q1 		$253K Sell
1,396
-169
-11% -$29.9K 0.03% 238
2018
Q4 		$252K Buy
1,565
+9
+0.6% +$1.9K 0.04% 228
2018
Q3 		$375K Sell
1,556
-6
-0.4% -$1.45K 0.05% 201
2018
Q2 		$355K Buy
1,562
+116
+8% +$28.7K 0.05% 205
2018
Q1 		$347K Sell
1,446
-50
-3% -$12.6K 0.05% 207
2017
Q4 		$373K Sell
1,496
-249
-14% -$56.9K 0.06% 199
2017
Q3 		$394K Buy
1,745
+650
+59% +$138K 0.07% 179
2017
Q2 		$238K Hold
1,095
– – 0.04% 220
2017
Q1 		$214K Hold
1,095
– – 0.04% 221
2016
Q4 		$204K Sell
1,095
-80
-7% -$14.7K 0.04% 201
2016
Q3 		$205K Buy
+1,175
New +$192K 0.04% 203

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Appleton Partners's FDX Position: Q2 2019 in Review

Appleton Partners sold out of FedEx (FDX) in Q2 2019, closing a stake of 1,396 shares — an estimated $253K sold.

Appleton Partners first reported a position in FDX in Q3 2016 and held it in 11 quarters. The position peaked at $394K in Q3 2017. 1,289 funds tracked by Wall St. Rank hold FDX as of Q2 2019.

  • Appleton Partners reported no remaining FedEx position as of Q2 2019 after selling out during the quarter.
  • Appleton Partners sold 1,396 FedEx shares in Q2 2019, an estimated $253K.
  • Appleton Partners first reported a position in FedEx in Q3 2016 and held it in 11 quarters.
  • Appleton Partners's FedEx position peaked at $394K in Q3 2017.
  • 1,289 funds tracked by Wall St. Rank held FedEx as of Q2 2019.

Based on Appleton Partners's 13F filing for Q2 2019, filed 25 Jul 2019.