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Lucia Wealth Services’s FedEx FDX Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-4,125
Closed -$665K – 195
2018
Q4 		$665K Sell
4,125
-1,693
-29% -$358K 0.31% 66
2018
Q3 		$1.4M Buy
5,818
+860
+17% +$208K 0.44% 56
2018
Q2 		$1.13M Buy
+4,958
New +$1.23M 0.49% 50

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's FDX Position: Q1 2019 in Review

Lucia Wealth Services sold out of FedEx (FDX) in Q1 2019, closing a stake of 4,125 shares — an estimated $665K sold.

Lucia Wealth Services first reported a position in FDX in Q2 2018 and held it in 3 quarters. The position peaked at $1.4M in Q3 2018. 1,331 funds tracked by Wall St. Rank hold FDX as of Q1 2019.

  • Lucia Wealth Services reported no remaining FedEx position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 4,125 FedEx shares in Q1 2019, an estimated $665K.
  • Lucia Wealth Services first reported a position in FedEx in Q2 2018 and held it in 3 quarters.
  • Lucia Wealth Services's FedEx position peaked at $1.4M in Q3 2018.
  • 1,331 funds tracked by Wall St. Rank held FedEx as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.