HFS
FDX icon

Haverford Financial Services’s FedEx FDX Stock Holding History

Haverford Financial Services’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
Q2 		– Sell
-38,100
Closed -$4.62M – 64
2020
Q1 		$4.62M Sell
38,100
-7,417
-16% -$1.04M 1.87% 22
2019
Q4 		$6.88M Sell
45,517
-5,143
-10% -$793K 2.19% 19
2019
Q3 		$7.38M Sell
50,660
-633
-1% -$102K 2.5% 17
2019
Q2 		$8.42M Sell
51,293
-210
-0.4% -$36.8K 2.93% 16
2019
Q1 		$9.34M Buy
51,503
+19,263
+60% +$3.4M 3.35% 12
2018
Q4 		$5.2M Buy
32,240
+9,739
+43% +$2.06M 2.14% 22
2018
Q3 		$5.42M Sell
22,501
-197
-0.9% -$47.7K 1.92% 22
2018
Q2 		$5.15M Sell
22,698
-167
-0.7% -$41.4K 1.93% 24
2018
Q1 		$5.49M Buy
+22,865
New +$5.78M 2.09% 22

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Haverford Financial Services's FDX Position: Q2 2020 in Review

Haverford Financial Services sold out of FedEx (FDX) in Q2 2020, closing a stake of 38,100 shares — an estimated $4.62M sold.

Haverford Financial Services first reported a position in FDX in Q1 2018 and held it in 9 quarters. The position peaked at $9.34M in Q1 2019. 1,182 funds tracked by Wall St. Rank hold FDX as of Q2 2020.

  • Haverford Financial Services reported no remaining FedEx position as of Q2 2020 after selling out during the quarter.
  • Haverford Financial Services sold 38,100 FedEx shares in Q2 2020, an estimated $4.62M.
  • Haverford Financial Services first reported a position in FedEx in Q1 2018 and held it in 9 quarters.
  • Haverford Financial Services's FedEx position peaked at $9.34M in Q1 2019.
  • 1,182 funds tracked by Wall St. Rank held FedEx as of Q2 2020.

Based on Haverford Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.