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Measured Wealth Private Client Group’s FedEx FDX Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-1,234
Closed -$224K – 208
2019
Q1 		$224K Buy
+1,234
New +$218K 0.14% 161
2018
Q4 		– Sell
-407
Closed -$99K – 300
2018
Q3 		$99K Buy
+407
New +$98.5K 0.06% 234

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

Measured Wealth Private Client Group's FDX Position: Q2 2019 in Review

Measured Wealth Private Client Group sold out of FedEx (FDX) in Q2 2019, closing a stake of 1,234 shares — an estimated $224K sold.

Measured Wealth Private Client Group first reported a position in FDX in Q3 2018 and held it in 2 quarters. The position peaked at $224K in Q1 2019. 1,289 funds tracked by Wall St. Rank hold FDX as of Q2 2019.

  • Measured Wealth Private Client Group reported no remaining FedEx position as of Q2 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,234 FedEx shares in Q2 2019, an estimated $224K.
  • Measured Wealth Private Client Group first reported a position in FedEx in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's FedEx position peaked at $224K in Q1 2019.
  • 1,289 funds tracked by Wall St. Rank held FedEx as of Q2 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2019, filed 26 Jul 2019.