Osborn Williams & Donohoe’s FedEx FDX Stock Holding History

Osborn Williams & Donohoe’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
2020 Q1	$271K	Sell	2,231 -126	-5%	-$17.7K	0.04%	230
2019 Q4	$356K	Sell	2,357 -1,564	-40%	-$241K	0.04%	253
2019 Q3	$571K	Buy	3,921 +350	+10%	+$56.4K	0.06%	212
2019 Q2	$586K	Buy	3,571 +30	+0.8%	+$5.25K	0.06%	211
2019 Q1	$679K	Sell	3,541 -190	-5%	-$33.6K	0.07%	216
2018 Q4	$602K	Sell	3,731 -330	-8%	-$69.8K	0.11%	145
2018 Q3	$978K	Buy	4,061 +50	+1%	+$12.1K	0.15%	123
2018 Q2	$911K	Buy	4,011 +90	+2%	+$22.3K	0.15%	125
2018 Q1	$941K	Buy	+3,921	New	+$991K	0.16%	121

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Osborn Williams & Donohoe's FDX Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its FedEx (FDX) stake by 5.3% in Q1 2020, selling an estimated $17.7K and leaving 2,231 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #230.

Osborn Williams & Donohoe first reported a position in FDX in Q1 2018 and has held it in 9 quarters since. The position peaked at $978K in Q3 2018. 1,178 funds tracked by Wall St. Rank hold FDX as of Q1 2020.

Osborn Williams & Donohoe held 2,231 shares of FedEx worth $271K as of Q1 2020.
Osborn Williams & Donohoe sold 126 FedEx shares in Q1 2020, an estimated $17.7K.
FedEx made up 0.04% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #230 holding.
Osborn Williams & Donohoe first reported a position in FedEx in Q1 2018 and has held it in 9 quarters since.
Osborn Williams & Donohoe's FedEx position peaked at $978K in Q3 2018.
1,178 funds tracked by Wall St. Rank held FedEx as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.