BW
FDX icon

Bison Wealth’s FedEx FDX Stock Holding History

Bison Wealth’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
Q1 		– Sell
-1,727
Closed -$261K – 361
2019
Q4 		$261K Sell
1,727
-500
-22% -$77.1K 0.13% 183
2019
Q3 		$324K Buy
2,227
+74
+3% +$11.9K 0.18% 148
2019
Q2 		$354K Buy
2,153
+400
+23% +$70K 0.21% 138
2019
Q1 		$318K Buy
1,753
+402
+30% +$71K 0.2% 149
2018
Q4 		$218K Buy
1,351
+520
+63% +$110K 0.16% 175
2018
Q3 		$200K Buy
+831
New +$201K 0.13% 210
2018
Q2 		– Sell
-831
Closed -$200K – 215
2018
Q1 		$200K Sell
831
-100
-11% -$25.3K 0.15% 185
2017
Q4 		$232K Hold
931
– – 0.17% 171
2017
Q3 		$210K Sell
931
-30
-3% -$6.39K 0.17% 171
2017
Q2 		$209K Buy
+961
New +$190K 0.17% 169

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bison Wealth's FDX Position: Q1 2020 in Review

Bison Wealth sold out of FedEx (FDX) in Q1 2020, closing a stake of 1,727 shares — an estimated $261K sold.

Bison Wealth first reported a position in FDX in Q2 2017 and held it in 10 quarters. The position peaked at $354K in Q2 2019. 1,178 funds tracked by Wall St. Rank hold FDX as of Q1 2020.

  • Bison Wealth reported no remaining FedEx position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 1,727 FedEx shares in Q1 2020, an estimated $261K.
  • Bison Wealth first reported a position in FedEx in Q2 2017 and held it in 10 quarters.
  • Bison Wealth's FedEx position peaked at $354K in Q2 2019.
  • 1,178 funds tracked by Wall St. Rank held FedEx as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.