Sharkey, Howes & Javer’s FedEx FDX Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-125	Closed	-$21K	–	95
2019 Q2	$21K	Hold	125	–	–	0.01%	136
2019 Q1	$23K	Hold	125	–	–	0.01%	135
2018 Q4	$20K	Hold	125	–	–	0.01%	135
2018 Q3	$30K	Hold	125	–	–	0.02%	130
2018 Q2	$28K	Hold	125	–	–	0.02%	125
2018 Q1	$30K	Hold	125	–	–	0.02%	111
2017 Q4	$31K	Hold	125	–	–	0.02%	107
2017 Q3	$28K	Hold	125	–	–	0.01%	110
2017 Q2	$27K	Hold	125	–	–	0.02%	108
2017 Q1	$24K	Hold	125	–	–	0.01%	129
2016 Q4	$23K	Hold	125	–	–	0.01%	131
2016 Q3	$22K	Hold	125	–	–	0.01%	130
2016 Q2	$19K	Hold	125	–	–	0.01%	140
2016 Q1	$20K	Hold	125	–	–	0.01%	140
2015 Q4	$19K	Hold	125	–	–	0.01%	158
2015 Q3	$19K	Hold	125	–	–	0.01%	155
2015 Q2	$21K	Hold	125	–	–	0.02%	137
2015 Q1	$21K	Buy	+125	New	+$21.7K	0.01%	153

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 $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return