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Barry Investment Advisors’s FedEx FDX Stock Holding History

Barry 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
2020
Q3 		– Sell
-20,251
Closed -$2.85M – 89
2020
Q2 		$2.85M Sell
20,251
-40
-0.2% -$5.03K 1.01% 25
2020
Q1 		$2.47M Buy
20,291
+705
+4% +$99.2K 1.23% 22
2019
Q4 		$3.12M Sell
19,586
-20,612
-51% -$3.18M 1.09% 25
2019
Q3 		$5.85M Sell
40,198
-1,183
-3% -$191K 2.11% 22
2019
Q2 		$6.79M Sell
41,381
-1,257
-3% -$220K 2.33% 20
2019
Q1 		$7.74M Buy
+42,638
New +$7.54M 2.42% 18

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Barry Investment Advisors's FDX Position: Q3 2020 in Review

Barry Investment Advisors sold out of FedEx (FDX) in Q3 2020, closing a stake of 20,251 shares — an estimated $2.85M sold.

Barry Investment Advisors first reported a position in FDX in Q1 2019 and held it in 6 quarters. The position peaked at $7.74M in Q1 2019. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • Barry Investment Advisors reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
  • Barry Investment Advisors sold 20,251 FedEx shares in Q3 2020, an estimated $2.85M.
  • Barry Investment Advisors first reported a position in FedEx in Q1 2019 and held it in 6 quarters.
  • Barry Investment Advisors's FedEx position peaked at $7.74M in Q1 2019.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Barry Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.