BFO
FDX icon

Biltmore Family Office’s FedEx FDX Stock Holding History

Biltmore Family Office’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
2018
Q4 		– Sell
-1,102
Closed -$266K – 142
2018
Q3 		$266K Hold
1,102
– – 0.13% 127
2018
Q2 		$251K Sell
1,102
-725
-40% -$180K 0.12% 124
2018
Q1 		$440K Buy
1,827
+700
+62% +$177K 0.2% 109
2017
Q4 		$282K Buy
+1,127
New +$258K 0.13% 130

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Biltmore Family Office's FDX Position: Q4 2018 in Review

Biltmore Family Office sold out of FedEx (FDX) in Q4 2018, closing a stake of 1,102 shares — an estimated $266K sold.

Biltmore Family Office first reported a position in FDX in Q4 2017 and held it in 4 quarters. The position peaked at $440K in Q1 2018. 1,377 funds tracked by Wall St. Rank hold FDX as of Q4 2018.

  • Biltmore Family Office reported no remaining FedEx position as of Q4 2018 after selling out during the quarter.
  • Biltmore Family Office sold 1,102 FedEx shares in Q4 2018, an estimated $266K.
  • Biltmore Family Office first reported a position in FedEx in Q4 2017 and held it in 4 quarters.
  • Biltmore Family Office's FedEx position peaked at $440K in Q1 2018.
  • 1,377 funds tracked by Wall St. Rank held FedEx as of Q4 2018.

Based on Biltmore Family Office's 13F filing for Q4 2018, filed 13 Feb 2019.