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Geneva Advisors’s FedEx FDX Stock Holding History

Geneva Advisors’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
2017
Q2 		$2.07M Buy
9,521
+60
+0.6% +$11.8K 0.04% 213
2017
Q1 		$1.85M Sell
9,461
-1,458
-13% -$278K 0.03% 226
2016
Q4 		$2.03M Buy
10,919
+189
+2% +$34.7K 0.04% 204
2016
Q3 		$1.87M Buy
10,730
+42
+0.4% +$6.88K 0.04% 210
2016
Q2 		$1.62M Buy
10,688
+251
+2% +$40.7K 0.03% 224
2016
Q1 		$1.7M Buy
10,437
+200
+2% +$27.8K 0.03% 214
2015
Q4 		$1.52M Sell
10,237
-77
-0.7% -$11.9K 0.03% 236
2015
Q3 		$1.49M Buy
10,314
+75
+0.7% +$12K 0.03% 239
2015
Q2 		$1.75M Buy
10,239
+87
+0.9% +$15.1K 0.03% 222
2015
Q1 		$1.68M Sell
10,152
-1,625
-14% -$282K 0.03% 224
2014
Q4 		$2.04M Sell
11,777
-355
-3% -$60K 0.04% 197
2014
Q3 		$1.96M Sell
12,132
-13
-0.1% -$1.97K 0.04% 197
2014
Q2 		$1.84M Buy
12,145
+913
+8% +$128K 0.03% 213
2014
Q1 		$1.49M Buy
11,232
+377
+3% +$51.2K 0.03% 245
2013
Q4 		$1.56M Buy
10,855
+100
+0.9% +$13.2K 0.03% 194
2013
Q3 		$1.23M Hold
10,755
– – 0.03% 224
2013
Q2 		$1.06M Buy
+10,755
New +$1.04M 0.02% 209

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneva Advisors's FDX Position: Q2 2017 in Review

Geneva Advisors increased its FedEx (FDX) stake by 0.63% in Q2 2017, buying an estimated $11.8K and bringing the position to 9,521 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #213.

Geneva Advisors first reported a position in FDX in Q2 2013 and has held it in 17 quarters since. 1,187 funds tracked by Wall St. Rank hold FDX as of Q2 2017.

  • Geneva Advisors held 9,521 shares of FedEx worth $2.07M as of Q2 2017.
  • Geneva Advisors bought 60 FedEx shares in Q2 2017, an estimated $11.8K.
  • FedEx made up 0.04% of Geneva Advisors's portfolio in Q2 2017, its #213 holding.
  • Geneva Advisors first reported a position in FedEx in Q2 2013 and has held it in 17 quarters since.
  • 1,187 funds tracked by Wall St. Rank held FedEx as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.