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Newfound Research’s FedEx FDX Stock Holding History

Newfound Research’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
-1
Closed – – 164
2019
Q3 		$0 Hold
1
– – ﹤0.01% 174
2019
Q2 		$0 Hold
1
– – ﹤0.01% 175
2019
Q1 		$0 Buy
+1
New +$177 ﹤0.01% 168
2018
Q2 		– Sell
-1
Closed – – 176
2018
Q1 		$0 Sell
1
-5
-83% -$1.26K ﹤0.01% 189
2017
Q4 		$2K Hold
6
– – ﹤0.01% 105
2017
Q3 		$1K Hold
6
– – ﹤0.01% 132
2017
Q2 		$1K Hold
6
– – ﹤0.01% 130
2017
Q1 		$1K Hold
6
– – ﹤0.01% 129
2016
Q4 		$1K Hold
6
– – ﹤0.01% 106
2016
Q3 		$1K Hold
6
– – ﹤0.01% 116
2016
Q2 		$1K Buy
+6
New +$973 ﹤0.01% 109

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

Newfound Research's FDX Position: Q4 2019 in Review

Newfound Research sold out of FedEx (FDX) in Q4 2019, closing a stake of 1 share.

Newfound Research first reported a position in FDX in Q2 2016 and held it in 11 quarters. The position peaked at $2K in Q4 2017. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Newfound Research reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • Newfound Research sold 1 FedEx share in Q4 2019.
  • Newfound Research first reported a position in FedEx in Q2 2016 and held it in 11 quarters.
  • Newfound Research's FedEx position peaked at $2K in Q4 2017.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Newfound Research's 13F filing for Q4 2019, filed 10 Feb 2020.