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Destination Wealth Management’s FedEx FDX Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-530
Closed -$87K – 253
2019
Q2 		$87K Buy
530
+239
+82% +$41.8K ﹤0.01% 201
2019
Q1 		$53K Buy
291
+99
+52% +$17.5K ﹤0.01% 252
2018
Q4 		$31K Sell
192
-408
-68% -$86.3K ﹤0.01% 315
2018
Q3 		$144K Buy
600
+408
+213% +$98.8K 0.01% 178
2018
Q2 		$44K Sell
192
-108
-36% -$26.8K ﹤0.01% 273
2018
Q1 		$1K Buy
+300
New +$75.8K ﹤0.01% 534

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destination Wealth Management's FDX Position: Q3 2019 in Review

Destination Wealth Management sold out of FedEx (FDX) in Q3 2019, closing a stake of 530 shares — an estimated $87K sold.

Destination Wealth Management first reported a position in FDX in Q1 2018 and held it in 6 quarters. The position peaked at $144K in Q3 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

  • Destination Wealth Management reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 530 FedEx shares in Q3 2019, an estimated $87K.
  • Destination Wealth Management first reported a position in FedEx in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's FedEx position peaked at $144K in Q3 2018.
  • 1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.