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Kaizen Advisory’s FedEx FDX Stock Holding History

Kaizen Advisory’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
2018
Q4 		$107K Buy
665
+18
+3% +$3.81K 0.07% 216
2018
Q3 		$156K Hold
647
– – 0.08% 180
2018
Q2 		$147K Buy
647
+411
+174% +$102K 0.07% 180
2018
Q1 		$57K Hold
236
– – 0.06% 185
2017
Q4 		$59K Buy
+236
New +$54K 0.04% 177

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Kaizen Advisory's FDX Position: Q4 2018 in Review

Kaizen Advisory increased its FedEx (FDX) stake by 2.8% in Q4 2018, buying an estimated $3.81K and bringing the position to 665 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #216.

Kaizen Advisory first reported a position in FDX in Q4 2017 and has held it in 5 quarters since. The position peaked at $156K in Q3 2018. 1,377 funds tracked by Wall St. Rank hold FDX as of Q4 2018.

  • Kaizen Advisory held 665 shares of FedEx worth $107K as of Q4 2018.
  • Kaizen Advisory bought 18 FedEx shares in Q4 2018, an estimated $3.81K.
  • FedEx made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #216 holding.
  • Kaizen Advisory first reported a position in FedEx in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's FedEx position peaked at $156K in Q3 2018.
  • 1,377 funds tracked by Wall St. Rank held FedEx as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.