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Rikoon Group’s FedEx FDX Stock Holding History

Rikoon 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 		$4.8M Sell
16,855
-47
-0.3% -$12.1K 1.28% 21
2020
Q4 		$4.39M Sell
16,902
-769
-4% -$213K 1.23% 21
2020
Q3 		$4.46M Sell
17,671
-310
-2% -$62K 1.38% 18
2020
Q2 		$2.53M Sell
17,981
-1,628
-8% -$205K 0.85% 29
2020
Q1 		$2.39M Sell
19,609
-1,025
-5% -$144K 0.99% 27
2019
Q4 		$3.13M Sell
20,634
-150
-0.7% -$23.1K 1.08% 24
2019
Q3 		$3.04M Buy
20,784
+1,825
+10% +$294K 1.13% 21
2019
Q2 		$3.13M Buy
18,959
+1,940
+11% +$340K 1.16% 21
2019
Q1 		$3.1M Buy
17,019
+4,250
+33% +$751K 1.15% 20
2018
Q4 		$2.06M Buy
12,769
+185
+1% +$39.1K 0.85% 28
2018
Q3 		$3.03M Hold
12,584
– – 1.07% 19
2018
Q2 		$2.87M Hold
12,584
– – 1.1% 23
2018
Q1 		$3M Buy
12,584
+1,425
+13% +$360K 1.22% 20
2017
Q4 		$2.79M Hold
11,159
– – 1.15% 24
2017
Q3 		$2.52M Hold
11,159
– – 1.09% 27
2017
Q2 		$2.43M Sell
11,159
-40
-0.4% -$7.9K 1.08% 27
2017
Q1 		$2.12M Buy
11,199
+50
+0.4% +$9.55K 0.94% 32
2016
Q4 		$2.13M Buy
+11,149
New +$2.05M 0.94% 31

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

Rikoon Group's FDX Position: Q1 2021 in Review

Rikoon Group reduced its FedEx (FDX) stake by 0.28% in Q1 2021, selling an estimated $12.1K and leaving 16,855 shares worth $4.8M. The position accounts for 1.28% of the portfolio, ranked #21.

Rikoon Group first reported a position in FDX in Q4 2016 and has held it in 18 quarters since. 1,594 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • Rikoon Group held 16,855 shares of FedEx worth $4.8M as of Q1 2021.
  • Rikoon Group sold 47 FedEx shares in Q1 2021, an estimated $12.1K.
  • FedEx made up 1.28% of Rikoon Group's portfolio in Q1 2021, its #21 holding.
  • Rikoon Group first reported a position in FedEx in Q4 2016 and has held it in 18 quarters since.
  • 1,594 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.