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Eads & Heald Wealth Management’s FedEx FDX Stock Holding History

Eads & Heald 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
-1,830
Closed -$266K – 130
2019
Q3 		$266K Sell
1,830
-1,885
-51% -$304K 0.15% 120
2019
Q2 		$610K Sell
3,715
-176
-5% -$30.8K 0.35% 103
2019
Q1 		$706K Sell
3,891
-576
-13% -$102K 0.41% 94
2018
Q4 		$721K Sell
4,467
-1,001
-18% -$212K 0.48% 84
2018
Q3 		$1.32M Buy
5,468
+36
+0.7% +$8.72K 0.76% 63
2018
Q2 		$1.23M Buy
5,432
+38
+0.7% +$9.41K 0.76% 64
2018
Q1 		$1.29M Buy
5,394
+618
+13% +$156K 0.82% 61
2017
Q4 		$1.19M Buy
4,776
+1,381
+41% +$316K 0.7% 70
2017
Q3 		$766K Buy
3,395
+1,126
+50% +$240K 0.48% 92
2017
Q2 		$493K Sell
2,269
-160
-7% -$31.6K 0.32% 102
2017
Q1 		$474K Sell
2,429
-30
-1% -$5.73K 0.31% 102
2016
Q4 		$458K Sell
2,459
-88
-3% -$16.1K 0.31% 103
2016
Q3 		$445K Sell
2,547
-55
-2% -$9.01K 0.31% 108
2016
Q2 		$395K Buy
2,602
+410
+19% +$66.5K 0.27% 108
2016
Q1 		$357K Hold
2,192
– – 0.25% 114
2015
Q4 		$327K Hold
2,192
– – 0.23% 117
2015
Q3 		$316K Hold
2,192
– – 0.23% 117
2015
Q2 		$374K Sell
2,192
-65
-3% -$11.3K 0.25% 113
2015
Q1 		$373K Sell
2,257
-10
-0.4% -$1.74K 0.24% 113
2014
Q4 		$394K Sell
2,267
-255
-10% -$43.1K 0.25% 107
2014
Q3 		$407K Sell
2,522
-115
-4% -$17.5K 0.28% 105
2014
Q2 		$399K Sell
2,637
-75
-3% -$10.5K 0.27% 106
2014
Q1 		$360K Sell
2,712
-30
-1% -$4.08K 0.24% 107
2013
Q4 		$394K Sell
2,742
-95
-3% -$12.6K 0.26% 102
2013
Q3 		$324K Sell
2,837
-40
-1% -$4.32K 0.23% 104
2013
Q2 		$284K Buy
+2,877
New +$279K 0.2% 104

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Eads & Heald Wealth Management's FDX Position: Q4 2019 in Review

Eads & Heald Wealth Management sold out of FedEx (FDX) in Q4 2019, closing a stake of 1,830 shares — an estimated $266K sold.

Eads & Heald Wealth Management first reported a position in FDX in Q2 2013 and held it in 26 quarters. The position peaked at $1.32M in Q3 2018. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Eads & Heald Wealth Management reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 1,830 FedEx shares in Q4 2019, an estimated $266K.
  • Eads & Heald Wealth Management first reported a position in FedEx in Q2 2013 and held it in 26 quarters.
  • Eads & Heald Wealth Management's FedEx position peaked at $1.32M in Q3 2018.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2019, filed 31 Jan 2020.