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Shufro Rose & Co’s FedEx FDX Stock Holding History

Shufro Rose & Co’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
2020
Q4 		– Sell
-2,000
Closed -$503K – 300
2020
Q3 		$503K Sell
2,000
-9,551
-83% -$1.91M 0.05% 156
2020
Q2 		$1.62M Sell
11,551
-70
-0.6% -$8.81K 0.16% 73
2020
Q1 		$1.41M Sell
11,621
-1,155
-9% -$163K 0.17% 79
2019
Q4 		$1.93M Sell
12,776
-12,367
-49% -$1.91M 0.17% 76
2019
Q3 		$3.66M Sell
25,143
-121
-0.5% -$19.5K 0.36% 57
2019
Q2 		$4.15M Buy
25,264
+299
+1% +$52.4K 0.4% 55
2019
Q1 		$4.53M Sell
24,965
-29
-0.1% -$5.13K 0.45% 53
2018
Q4 		$4.03M Sell
24,994
-6,165
-20% -$1.3M 0.45% 56
2018
Q3 		$7.5M Buy
31,159
+2,720
+10% +$659K 0.7% 42
2018
Q2 		$6.46M Buy
28,439
+25,606
+904% +$6.34M 0.62% 49
2018
Q1 		$680K Buy
+2,833
New +$716K 0.07% 144

Other funds holding FDX

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shufro Rose & Co's FDX Position: Q4 2020 in Review

Shufro Rose & Co sold out of FedEx (FDX) in Q4 2020, closing a stake of 2,000 shares — an estimated $503K sold.

Shufro Rose & Co first reported a position in FDX in Q1 2018 and held it in 11 quarters. The position peaked at $7.5M in Q3 2018. 1,546 funds tracked by Wall St. Rank hold FDX as of Q4 2020.

  • Shufro Rose & Co reported no remaining FedEx position as of Q4 2020 after selling out during the quarter.
  • Shufro Rose & Co sold 2,000 FedEx shares in Q4 2020, an estimated $503K.
  • Shufro Rose & Co first reported a position in FedEx in Q1 2018 and held it in 11 quarters.
  • Shufro Rose & Co's FedEx position peaked at $7.5M in Q3 2018.
  • 1,546 funds tracked by Wall St. Rank held FedEx as of Q4 2020.

Based on Shufro Rose & Co's 13F filing for Q4 2020, filed 3 Feb 2021.