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Piershale Financial Group’s FedEx FDX Stock Holding History

Piershale Financial 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
2021
Q1 		– Sell
-2,938
Closed -$763K – 31
2020
Q4 		$763K Buy
+2,938
New +$814K 0.37% 16
2015
Q3 		– Sell
-130
Closed -$22K – 145
2015
Q2 		$22K Hold
130
– – 0.02% 47
2015
Q1 		$22K Hold
130
– – 0.02% 52
2014
Q4 		$23K Hold
130
– – 0.02% 63
2014
Q3 		$21K Buy
+130
New +$19.7K 0.02% 60

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Piershale Financial Group's FDX Position: Q1 2021 in Review

Piershale Financial Group sold out of FedEx (FDX) in Q1 2021, closing a stake of 2,938 shares — an estimated $763K sold.

Piershale Financial Group first reported a position in FDX in Q3 2014 and held it in 5 quarters. The position peaked at $763K in Q4 2020. 1,594 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • Piershale Financial Group reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
  • Piershale Financial Group sold 2,938 FedEx shares in Q1 2021, an estimated $763K.
  • Piershale Financial Group first reported a position in FedEx in Q3 2014 and held it in 5 quarters.
  • Piershale Financial Group's FedEx position peaked at $763K in Q4 2020.
  • 1,594 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on Piershale Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.