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Gupta Wealth Management’s FedEx FDX Stock Holding History

Gupta 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
2016
Q1 		$146K Sell
895
-397
-31% -$55.2K 0.03% 282
2015
Q4 		$192K Buy
1,292
+200
+18% +$30.9K 0.05% 252
2015
Q3 		$157K Sell
1,092
-200
-15% -$31.9K 0.04% 279
2015
Q2 		$220K Buy
1,292
+671
+108% +$117K 0.05% 242
2015
Q1 		$103K Buy
+621
New +$108K 0.03% 301

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Gupta Wealth Management's FDX Position: Q1 2016 in Review

Gupta Wealth Management reduced its FedEx (FDX) stake by 31% in Q1 2016, selling an estimated $55.2K and leaving 895 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #282.

Gupta Wealth Management first reported a position in FDX in Q1 2015 and has held it in 5 quarters since. The position peaked at $220K in Q2 2015. 1,012 funds tracked by Wall St. Rank hold FDX as of Q1 2016.

  • Gupta Wealth Management held 895 shares of FedEx worth $146K as of Q1 2016.
  • Gupta Wealth Management sold 397 FedEx shares in Q1 2016, an estimated $55.2K.
  • FedEx made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #282 holding.
  • Gupta Wealth Management first reported a position in FedEx in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's FedEx position peaked at $220K in Q2 2015.
  • 1,012 funds tracked by Wall St. Rank held FedEx as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.