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Legacy Wealth Partners (California)’s FedEx FDX Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$965K Buy
+3,236
New +$960K 0.54% 51
2020
Q4 		– Sell
-3,775
Closed -$949K – 97
2020
Q3 		$949K Buy
+3,775
New +$755K 0.67% 29

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Partners (California)'s FDX Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in FedEx (FDX) in Q2 2021: 3,236 shares worth $965K. The stake represents 0.54% of the portfolio and ranks #51 among its holdings. This is a return to the name: Legacy Wealth Partners (California) previously reported a position in FDX as recently as Q3 2020.

Legacy Wealth Partners (California) first reported a position in FDX in Q3 2020 and has held it in 2 quarters since. 1,602 funds tracked by Wall St. Rank hold FDX as of Q2 2021.

  • Legacy Wealth Partners (California) held 3,236 shares of FedEx worth $965K as of Q2 2021.
  • FedEx was a new Legacy Wealth Partners (California) position in Q2 2021.
  • FedEx made up 0.54% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #51 holding.
  • Legacy Wealth Partners (California) first reported a position in FedEx in Q3 2020 and has held it in 2 quarters since.
  • 1,602 funds tracked by Wall St. Rank held FedEx as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.