Jeppson Wealth Management’s FedEx FDX Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-150	Closed	-$38K	–	233
2020 Q3	$38K	Buy	+150	New	+$30K	0.03%	247

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's FDX Position: Q4 2020 in Review

Jeppson Wealth Management sold out of FedEx (FDX) in Q4 2020, closing a stake of 150 shares — an estimated $38K sold.

Jeppson Wealth Management first reported a position in FDX in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 1,546 funds tracked by Wall St. Rank hold FDX as of Q4 2020.

Jeppson Wealth Management reported no remaining FedEx position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 150 FedEx shares in Q4 2020, an estimated $38K.
Jeppson Wealth Management first reported a position in FedEx in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's FedEx position peaked at $38K in Q3 2020.
1,546 funds tracked by Wall St. Rank held FedEx as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.