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Northstar Wealth Partners’s FedEx FDX Stock Holding History

Northstar Wealth Partners’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
-1,251
Closed -$205K – 183
2019
Q2 		$205K Sell
1,251
-167
-12% -$29.2K 0.09% 175
2019
Q1 		$257K Sell
1,418
-182
-11% -$32.2K 0.12% 151
2018
Q4 		$258K Buy
1,600
+34
+2% +$7.19K 0.14% 144
2018
Q3 		$377K Buy
1,566
+108
+7% +$26.1K 0.18% 121
2018
Q2 		$331K Buy
1,458
+42
+3% +$10.4K 0.17% 140
2018
Q1 		$339K Buy
1,416
+450
+47% +$114K 0.17% 139
2017
Q4 		$260K Buy
+966
New +$221K 0.23% 108

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northstar Wealth Partners's FDX Position: Q3 2019 in Review

Northstar Wealth Partners sold out of FedEx (FDX) in Q3 2019, closing a stake of 1,251 shares — an estimated $205K sold.

Northstar Wealth Partners first reported a position in FDX in Q4 2017 and held it in 7 quarters. The position peaked at $377K in Q3 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

  • Northstar Wealth Partners reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
  • Northstar Wealth Partners sold 1,251 FedEx shares in Q3 2019, an estimated $205K.
  • Northstar Wealth Partners first reported a position in FedEx in Q4 2017 and held it in 7 quarters.
  • Northstar Wealth Partners's FedEx position peaked at $377K in Q3 2018.
  • 1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Northstar Wealth Partners's 13F filing for Q3 2019, filed 7 Nov 2019.