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Groesbeck Investment Management’s FedEx FDX Stock Holding History

Groesbeck Investment 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
2020
Q3 		– Sell
-1,566
Closed -$220K – 86
2020
Q2 		$220K Buy
+1,566
New +$197K 0.44% 73
2020
Q1 		– Sell
-1,681
Closed -$254K – 85
2019
Q4 		$254K Sell
1,681
-47
-3% -$7.24K 0.19% 91
2019
Q3 		$252K Buy
1,728
+15
+0.9% +$2.42K 0.19% 92
2019
Q2 		$281K Sell
1,713
-15
-0.9% -$2.63K 0.23% 86
2019
Q1 		$313K Sell
1,728
-109
-6% -$19.3K 0.24% 81
2018
Q4 		$296K Sell
1,837
-310
-14% -$65.6K 0.25% 74
2018
Q3 		$517K Sell
2,147
-240
-10% -$58.1K 0.35% 65
2018
Q2 		$542K Sell
2,387
-52
-2% -$12.9K 0.38% 62
2018
Q1 		$586K Hold
2,439
– – 0.42% 57
2017
Q4 		$609K Sell
2,439
-70
-3% -$16K 0.43% 55
2017
Q3 		$566K Sell
2,509
-137
-5% -$29.2K 0.41% 58
2017
Q2 		$575K Sell
2,646
-376
-12% -$74.2K 0.43% 53
2017
Q1 		$590K Sell
3,022
-77
-2% -$14.7K 0.44% 54
2016
Q4 		$577K Sell
3,099
-136
-4% -$25K 0.45% 56
2016
Q3 		$565K Sell
3,235
-4,550
-58% -$745K 0.42% 64
2016
Q2 		$1.18M Buy
+7,785
New +$1.26M 0.86% 40

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Groesbeck Investment Management's FDX Position: Q3 2020 in Review

Groesbeck Investment Management sold out of FedEx (FDX) in Q3 2020, closing a stake of 1,566 shares — an estimated $220K sold.

Groesbeck Investment Management first reported a position in FDX in Q2 2016 and held it in 16 quarters. The position peaked at $1.18M in Q2 2016. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • Groesbeck Investment Management reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,566 FedEx shares in Q3 2020, an estimated $220K.
  • Groesbeck Investment Management first reported a position in FedEx in Q2 2016 and held it in 16 quarters.
  • Groesbeck Investment Management's FedEx position peaked at $1.18M in Q2 2016.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Groesbeck Investment Management's 13F filing for Q3 2020, filed 30 Oct 2020.