NCM
FDX icon

Nelson Capital Management’s FedEx FDX Stock Holding History

Nelson Capital 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
-208
Closed -$30K – 166
2019
Q3 		$30K Hold
208
– – 0.01% 179
2019
Q2 		$34K Buy
+208
New +$36.4K 0.01% 166
2019
Q1 		– Sell
-220
Closed -$35K – 314
2018
Q4 		$35K Hold
220
– – 0.01% 156
2018
Q3 		$53K Buy
220
+12
+6% +$2.9K 0.01% 125
2018
Q2 		$47K Sell
208
-100
-32% -$24.8K 0.01% 130
2018
Q1 		$74K Hold
308
– – 0.02% 116
2017
Q4 		$77K Buy
308
+108
+54% +$24.7K 0.02% 114
2017
Q3 		$45K Buy
+200
New +$42.6K 0.01% 131

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Nelson Capital Management's FDX Position: Q4 2019 in Review

Nelson Capital Management sold out of FedEx (FDX) in Q4 2019, closing a stake of 208 shares — an estimated $30K sold.

Nelson Capital Management first reported a position in FDX in Q3 2017 and held it in 8 quarters. The position peaked at $77K in Q4 2017. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Nelson Capital Management reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 208 FedEx shares in Q4 2019, an estimated $30K.
  • Nelson Capital Management first reported a position in FedEx in Q3 2017 and held it in 8 quarters.
  • Nelson Capital Management's FedEx position peaked at $77K in Q4 2017.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.