Litman Gregory Wealth Management’s FedEx FDX Stock Holding History

Litman Gregory 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
2019 Q4	–	Sell	-7	Closed	-$1K	–	230
2019 Q3	$1K	Sell	7 -7	-50%	-$1.13K	﹤0.01%	203
2019 Q2	$2K	Buy	+14	New	+$2.45K	﹤0.01%	214
2018 Q1	–	Sell	-1,300	Closed	-$324K	–	170
2017 Q4	$324K	Hold	1,300	–	–	0.1%	25
2017 Q3	$293K	Buy	+1,300	New	+$277K	0.14%	27

Other funds holding FDX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Litman Gregory Wealth Management's FDX Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of FedEx (FDX) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in FDX in Q3 2017 and held it in 4 quarters. The position peaked at $324K in Q4 2017. 1,275 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

Litman Gregory Wealth Management reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 7 FedEx shares in Q4 2019, an estimated $1K.
Litman Gregory Wealth Management first reported a position in FedEx in Q3 2017 and held it in 4 quarters.
Litman Gregory Wealth Management's FedEx position peaked at $324K in Q4 2017.
1,275 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.