McKinley Carter Wealth Services’s FedEx FDX Stock Holding History

McKinley Carter 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 Q3	–	Sell	-10,277	Closed	-$1.69M	–	162
2019 Q2	$1.69M	Buy	10,277 +545	+6%	+$95.4K	0.45%	53
2019 Q1	$1.76M	Buy	9,732 +2,958	+44%	+$523K	0.5%	50
2018 Q4	$1.09M	Sell	6,774 -1,474	-18%	-$312K	0.36%	64
2018 Q3	$1.99M	Buy	8,248 +983	+14%	+$238K	0.59%	48
2018 Q2	$1.65M	Buy	7,265 +1,305	+22%	+$323K	0.53%	49
2018 Q1	$1.43M	Buy	+5,960	New	+$1.51M	0.47%	55

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Carter Wealth Services's FDX Position: Q3 2019 in Review

McKinley Carter Wealth Services sold out of FedEx (FDX) in Q3 2019, closing a stake of 10,277 shares — an estimated $1.69M sold.

McKinley Carter Wealth Services first reported a position in FDX in Q1 2018 and held it in 6 quarters. The position peaked at $1.99M in Q3 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

McKinley Carter Wealth Services reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
McKinley Carter Wealth Services sold 10,277 FedEx shares in Q3 2019, an estimated $1.69M.
McKinley Carter Wealth Services first reported a position in FedEx in Q1 2018 and held it in 6 quarters.
McKinley Carter Wealth Services's FedEx position peaked at $1.99M in Q3 2018.
1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2019, filed 14 Nov 2019.