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Lenox Wealth Management’s FedEx FDX Stock Holding History

Lenox Wealth Management’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 		$5K Hold
40
– – ﹤0.01% 528
2020
Q1 		$4K Hold
40
– – ﹤0.01% 516
2019
Q4 		$6K Hold
40
– – ﹤0.01% 504
2019
Q3 		$5K Hold
40
– – ﹤0.01% 533
2019
Q2 		$6K Sell
40
-4
-9% -$700 ﹤0.01% 491
2019
Q1 		$8K Buy
+44
New +$7.78K ﹤0.01% 461

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

Lenox Wealth Management's FDX Position: Q2 2020 in Review

Lenox Wealth Management held its FedEx (FDX) position steady in Q2 2020 at 40 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Lenox Wealth Management first reported a position in FDX in Q1 2019 and has held it in 6 quarters since. The position peaked at $8K in Q1 2019. 1,181 funds tracked by Wall St. Rank hold FDX as of Q2 2020.

  • Lenox Wealth Management held 40 shares of FedEx worth $5K as of Q2 2020.
  • Lenox Wealth Management left its FedEx share count unchanged in Q2 2020.
  • FedEx made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #528 holding.
  • Lenox Wealth Management first reported a position in FedEx in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's FedEx position peaked at $8K in Q1 2019.
  • 1,181 funds tracked by Wall St. Rank held FedEx as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.