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Aris Wealth Services’s FedEx FDX Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-328
Closed -$56K – 423
2015
Q2 		$56K Buy
328
+128
+64% +$22.3K 0.05% 195
2015
Q1 		$33K Buy
+200
New +$34.7K 0.03% 262

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Aris Wealth Services's FDX Position: Q3 2015 in Review

Aris Wealth Services sold out of FedEx (FDX) in Q3 2015, closing a stake of 328 shares — an estimated $56K sold.

Aris Wealth Services first reported a position in FDX in Q1 2015 and held it in 2 quarters. The position peaked at $56K in Q2 2015. 967 funds tracked by Wall St. Rank hold FDX as of Q3 2015.

  • Aris Wealth Services reported no remaining FedEx position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 328 FedEx shares in Q3 2015, an estimated $56K.
  • Aris Wealth Services first reported a position in FedEx in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's FedEx position peaked at $56K in Q2 2015.
  • 967 funds tracked by Wall St. Rank held FedEx as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.