LAIC
FDX icon

Lederer & Associates Investment Counsel’s FedEx FDX Stock Holding History

Lederer & Associates Investment Counsel’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
-6,355
Closed -$771K – 82
2020
Q1 		$771K Buy
6,355
+1,239
+24% +$174K 0.87% 47
2019
Q4 		$774K Buy
5,116
+810
+19% +$125K 0.67% 52
2019
Q3 		$627K Sell
4,306
-4,266
-50% -$688K 0.6% 54
2019
Q2 		$1.41M Sell
8,572
-95
-1% -$16.6K 1.29% 38
2019
Q1 		$1.57M Buy
8,667
+265
+3% +$46.8K 1.46% 31
2018
Q4 		$1.35M Buy
+8,402
New +$1.78M 1.45% 29

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 $34.1B AUM 20.22% 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

Lederer & Associates Investment Counsel's FDX Position: Q2 2020 in Review

Lederer & Associates Investment Counsel sold out of FedEx (FDX) in Q2 2020, closing a stake of 6,355 shares — an estimated $771K sold.

Lederer & Associates Investment Counsel first reported a position in FDX in Q4 2018 and held it in 6 quarters. The position peaked at $1.57M in Q1 2019. 1,181 funds tracked by Wall St. Rank hold FDX as of Q2 2020.

  • Lederer & Associates Investment Counsel reported no remaining FedEx position as of Q2 2020 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 6,355 FedEx shares in Q2 2020, an estimated $771K.
  • Lederer & Associates Investment Counsel first reported a position in FedEx in Q4 2018 and held it in 6 quarters.
  • Lederer & Associates Investment Counsel's FedEx position peaked at $1.57M in Q1 2019.
  • 1,181 funds tracked by Wall St. Rank held FedEx as of Q2 2020.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2020, filed 14 Jul 2020.