Doyle Wealth Management’s FedEx FDX Stock Holding History

Doyle 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 Q4	–	Sell	-1,874	Closed	-$273K	–	213
2019 Q3	$273K	Buy	1,874 +3	+0.2%	+$484	0.04%	166
2019 Q2	$307K	Hold	1,871	–	–	0.04%	150
2019 Q1	$333K	Buy	1,871 +23	+1%	+$4.07K	0.05%	143
2018 Q4	$298K	Sell	1,848 -51	-3%	-$10.8K	0.05%	143
2018 Q3	$457K	Buy	1,899 +1	+0.1%	+$242	0.07%	116
2018 Q2	$431K	Buy	1,898 +427	+29%	+$106K	0.07%	121
2018 Q1	$353K	Sell	1,471 -149	-9%	-$37.7K	0.06%	120
2017 Q4	$404K	Buy	1,620 +301	+23%	+$68.8K	0.07%	112
2017 Q3	$298K	Buy	1,319 +1	+0.1%	+$213	0.05%	119
2017 Q2	$287K	Buy	1,318 +15	+1%	+$2.96K	0.05%	115
2017 Q1	$254K	Buy	+1,303	New	+$249K	0.05%	117

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Doyle Wealth Management's FDX Position: Q4 2019 in Review

Doyle Wealth Management sold out of FedEx (FDX) in Q4 2019, closing a stake of 1,874 shares — an estimated $273K sold.

Doyle Wealth Management first reported a position in FDX in Q1 2017 and held it in 11 quarters. The position peaked at $457K in Q3 2018. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

Doyle Wealth Management reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,874 FedEx shares in Q4 2019, an estimated $273K.
Doyle Wealth Management first reported a position in FedEx in Q1 2017 and held it in 11 quarters.
Doyle Wealth Management's FedEx position peaked at $457K in Q3 2018.
1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Doyle Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.