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Rothschild & Co Wealth Management (UK)’s FedEx FDX Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2016
Q1 		– Sell
-107
Closed -$16K – 53
2015
Q4 		$16K Buy
+107
New +$16.6K ﹤0.01% 40
2015
Q3 		– Sell
-77
Closed -$13K – 54
2015
Q2 		$13K Buy
+77
New +$13.4K ﹤0.01% 51

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s FDX Position: Q1 2016 in Review

Rothschild & Co Wealth Management (UK) sold out of FedEx (FDX) in Q1 2016, closing a stake of 107 shares — an estimated $16K sold.

Rothschild & Co Wealth Management (UK) first reported a position in FDX in Q2 2015 and held it in 2 quarters. The position peaked at $16K in Q4 2015. 1,013 funds tracked by Wall St. Rank hold FDX as of Q1 2016.

  • Rothschild & Co Wealth Management (UK) reported no remaining FedEx position as of Q1 2016 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 107 FedEx shares in Q1 2016, an estimated $16K.
  • Rothschild & Co Wealth Management (UK) first reported a position in FedEx in Q2 2015 and held it in 2 quarters.
  • Rothschild & Co Wealth Management (UK)'s FedEx position peaked at $16K in Q4 2015.
  • 1,013 funds tracked by Wall St. Rank held FedEx as of Q1 2016.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2016, filed 19 Dec 2019.