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Lodestar Investment Counsel’s FedEx FDX Stock Holding History

Lodestar 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
2019
Q2 		$4.1M Sell
24,975
-3,015
-11% -$528K 0.42% 58
2019
Q1 		$5.08M Buy
27,990
+1,430
+5% +$253K 0.54% 55
2018
Q4 		$4.29M Buy
26,560
+17,968
+209% +$3.8M 0.52% 54
2018
Q3 		$2.07M Buy
8,592
+1,830
+27% +$443K 0.22% 69
2018
Q2 		$1.53M Sell
6,762
-225
-3% -$55.7K 0.18% 74
2018
Q1 		$1.68M Buy
6,987
+215
+3% +$54.4K 0.2% 69
2017
Q4 		$1.69M Sell
6,772
-50
-0.7% -$11.4K 0.19% 69
2017
Q3 		$1.54M Sell
6,822
-238
-3% -$50.7K 0.19% 71
2017
Q2 		$1.53M Buy
7,060
+80
+1% +$15.8K 0.2% 66
2017
Q1 		$1.36M Sell
6,980
-415
-6% -$79.3K 0.18% 70
2016
Q4 		$1.38M Buy
7,395
+175
+2% +$32.1K 0.19% 69
2016
Q3 		$1.26M Buy
7,220
+105
+1% +$17.2K 0.17% 68
2016
Q2 		$1.08M Buy
7,115
+2,425
+52% +$393K 0.15% 73
2016
Q1 		$763K Buy
+4,690
New +$652K 0.11% 89

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lodestar Investment Counsel's FDX Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its FedEx (FDX) stake by 11% in Q2 2019, selling an estimated $528K and leaving 24,975 shares worth $4.1M. The position accounts for 0.42% of the portfolio, ranked #58.

Lodestar Investment Counsel first reported a position in FDX in Q1 2016 and has held it in 14 quarters since. The position peaked at $5.08M in Q1 2019. 1,289 funds tracked by Wall St. Rank hold FDX as of Q2 2019.

  • Lodestar Investment Counsel held 24,975 shares of FedEx worth $4.1M as of Q2 2019.
  • Lodestar Investment Counsel sold 3,015 FedEx shares in Q2 2019, an estimated $528K.
  • FedEx made up 0.42% of Lodestar Investment Counsel's portfolio in Q2 2019, its #58 holding.
  • Lodestar Investment Counsel first reported a position in FedEx in Q1 2016 and has held it in 14 quarters since.
  • Lodestar Investment Counsel's FedEx position peaked at $5.08M in Q1 2019.
  • 1,289 funds tracked by Wall St. Rank held FedEx as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.