SIAS
FDX icon

Shine Investment Advisory Services’s FedEx FDX Stock Holding History

Shine Investment Advisory Services’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
-30
Closed -$4K – 740
2019
Q3 		$4K Buy
+30
New +$4.84K ﹤0.01% 666
2018
Q4 		– Sell
-272
Closed -$65K – 675
2018
Q3 		$65K Hold
272
– – 0.03% 258
2018
Q2 		$62K Sell
272
-169
-38% -$41.9K 0.03% 267
2018
Q1 		$106K Buy
441
+68
+18% +$17.2K 0.06% 162
2017
Q4 		$93K Buy
373
+272
+269% +$62.2K 0.05% 183
2017
Q3 		$23K Buy
101
+20
+25% +$4.26K 0.01% 428
2017
Q2 		$18K Buy
+81
New +$16K 0.01% 448

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Shine Investment Advisory Services's FDX Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of FedEx (FDX) in Q4 2019, closing a stake of 30 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in FDX in Q2 2017 and held it in 7 quarters. The position peaked at $106K in Q1 2018. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Shine Investment Advisory Services reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 30 FedEx shares in Q4 2019, an estimated $4K.
  • Shine Investment Advisory Services first reported a position in FedEx in Q2 2017 and held it in 7 quarters.
  • Shine Investment Advisory Services's FedEx position peaked at $106K in Q1 2018.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.