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Prio Wealth Limited Partnership’s FedEx FDX Stock Holding History

Prio Wealth Limited Partnership’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
2018
Q4 		– Sell
-1,104
Closed -$265K – 228
2018
Q3 		$265K Buy
1,104
+8
+0.7% +$1.94K 0.01% 216
2018
Q2 		$248K Buy
1,096
+2
+0.2% +$495 0.01% 218
2018
Q1 		$262K Sell
1,094
-428
-28% -$108K 0.01% 210
2017
Q4 		$380K Hold
1,522
– – 0.02% 186
2017
Q3 		$343K Hold
1,522
– – 0.02% 189
2017
Q2 		$330K Hold
1,522
– – 0.02% 193
2017
Q1 		$297K Sell
1,522
-6,665
-81% -$1.27M 0.02% 201
2016
Q4 		$1.52M Hold
8,187
– – 0.08% 127
2016
Q3 		$1.43M Hold
8,187
– – 0.08% 129
2016
Q2 		$1.24M Hold
8,187
– – 0.07% 131
2016
Q1 		$1.33M Buy
8,187
+164
+2% +$22.8K 0.07% 130
2015
Q4 		$1.2M Buy
8,023
+78
+1% +$12.1K 0.07% 134
2015
Q3 		$1.14M Buy
7,945
+68
+0.9% +$10.9K 0.06% 136
2015
Q2 		$1.34M Buy
7,877
+598
+8% +$104K 0.07% 131
2015
Q1 		$1.2M Sell
7,279
-500
-6% -$86.8K 0.06% 140
2014
Q4 		$1.35M Hold
7,779
– – 0.07% 132
2014
Q3 		$1.25M Sell
7,779
-314
-4% -$47.7K 0.06% 131
2014
Q2 		$1.23M Buy
8,093
+228
+3% +$31.8K 0.06% 138
2014
Q1 		$1.04M Hold
7,865
– – 0.05% 143
2013
Q4 		$1.13M Hold
7,865
– – 0.06% 143
2013
Q3 		$897K Hold
7,865
– – 0.05% 152
2013
Q2 		$775K Buy
+7,865
New +$764K 0.05% 152

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Prio Wealth Limited Partnership's FDX Position: Q4 2018 in Review

Prio Wealth Limited Partnership sold out of FedEx (FDX) in Q4 2018, closing a stake of 1,104 shares — an estimated $265K sold.

Prio Wealth Limited Partnership first reported a position in FDX in Q2 2013 and held it in 22 quarters. The position peaked at $1.52M in Q4 2016. 1,377 funds tracked by Wall St. Rank hold FDX as of Q4 2018.

  • Prio Wealth Limited Partnership reported no remaining FedEx position as of Q4 2018 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 1,104 FedEx shares in Q4 2018, an estimated $265K.
  • Prio Wealth Limited Partnership first reported a position in FedEx in Q2 2013 and held it in 22 quarters.
  • Prio Wealth Limited Partnership's FedEx position peaked at $1.52M in Q4 2016.
  • 1,377 funds tracked by Wall St. Rank held FedEx as of Q4 2018.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2018, filed 6 Feb 2019.