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Kore Private Wealth’s FedEx FDX Stock Holding History

Kore Private Wealth’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 		– Sell
-134
Closed -$18K – 536
2020
Q2 		$18K Hold
134
– – ﹤0.01% 667
2020
Q1 		$16K Sell
134
-258
-66% -$36.3K ﹤0.01% 619
2019
Q4 		$59K Buy
+392
New +$60.4K 0.01% 463
2019
Q2 		– Sell
-392
Closed -$71K – 421
2019
Q1 		$71K Sell
392
-780
-67% -$138K 0.02% 328
2018
Q4 		$191K Buy
+1,172
New +$248K 0.05% 204

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kore Private Wealth's FDX Position: Q3 2020 in Review

Kore Private Wealth sold out of FedEx (FDX) in Q3 2020, closing a stake of 134 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in FDX in Q4 2018 and held it in 5 quarters. The position peaked at $191K in Q4 2018. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • Kore Private Wealth reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 134 FedEx shares in Q3 2020, an estimated $18K.
  • Kore Private Wealth first reported a position in FedEx in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's FedEx position peaked at $191K in Q4 2018.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.