KFA
FDX icon

Kays Financial Advisory’s FedEx FDX Stock Holding History

Kays Financial 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
2020
Q3 		$100K Buy
+400
New +$80K 0.02% 90

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Kays Financial Advisory's FDX Position: Q3 2020 in Review

Kays Financial Advisory opened a new position in FedEx (FDX) in Q3 2020: 755 shares worth $190K. The stake represents 0.03% of the portfolio and ranks #86 among its holdings. This is a return to the name: Kays Financial Advisory previously reported a position in FDX as recently as Q2 2019.

Kays Financial Advisory first reported a position in FDX in Q4 2017 and has held it in 4 quarters since. The position peaked at $230K in Q1 2019. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • Kays Financial Advisory held 755 shares of FedEx worth $190K as of Q3 2020.
  • FedEx was a new Kays Financial Advisory position in Q3 2020.
  • FedEx made up 0.03% of Kays Financial Advisory's portfolio in Q3 2020, its #86 holding.
  • Kays Financial Advisory first reported a position in FedEx in Q4 2017 and has held it in 4 quarters since.
  • Kays Financial Advisory's FedEx position peaked at $230K in Q1 2019.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.