Shepherd Financial Partners’s FedEx FDX Stock Holding History

Shepherd Financial Partners’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 Q4	–	Sell	-2,905	Closed	-$422K	–	126
2019 Q3	$422K	Buy	2,905 +7	+0.2%	+$1.13K	0.11%	94
2019 Q2	$476K	Hold	2,898	–	–	0.09%	93
2019 Q1	$526K	Sell	2,898 -14,246	-83%	-$2.52M	0.1%	88
2018 Q4	$2.76M	Buy	17,144 +2,526	+17%	+$534K	0.6%	25
2018 Q3	$3.32M	Hold	14,618	–	–	0.75%	18
2018 Q2	$3.35M	Sell	14,618 -325	-2%	-$80.5K	0.75%	18
2018 Q1	$3.59M	Sell	14,943 -1,058	-7%	-$267K	0.88%	17
2017 Q4	$3.98M	Sell	16,001 -1,709	-10%	-$391K	0.94%	18
2017 Q3	$3.91M	Sell	17,710 -219	-1%	-$46.6K	0.91%	17
2017 Q2	$3.93M	Sell	17,929 -1,064	-6%	-$210K	0.96%	16
2017 Q1	$3.71M	Sell	18,993 -1,329	-7%	-$254K	0.96%	18
2016 Q4	$3.81M	Buy	+20,322	New	+$3.73M	1.08%	18

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

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

Shepherd Financial Partners's FDX Position: Q4 2019 in Review

Shepherd Financial Partners sold out of FedEx (FDX) in Q4 2019, closing a stake of 2,905 shares — an estimated $422K sold.

Shepherd Financial Partners first reported a position in FDX in Q4 2016 and held it in 12 quarters. The position peaked at $3.98M in Q4 2017. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

Shepherd Financial Partners reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
Shepherd Financial Partners sold 2,905 FedEx shares in Q4 2019, an estimated $422K.
Shepherd Financial Partners first reported a position in FedEx in Q4 2016 and held it in 12 quarters.
Shepherd Financial Partners's FedEx position peaked at $3.98M in Q4 2017.
1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Shepherd Financial Partners's 13F filing for Q4 2019, filed 31 Jan 2020.