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Squar Milner Financial Services’s FedEx FDX Stock Holding History

Squar Milner Financial 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
-817
Closed -$205K – 831
2019
Q3 		$205K Buy
817
+643
+370% +$104K 0.1% 209
2019
Q2 		$29K Sell
174
-617
-78% -$108K 0.02% 416
2019
Q1 		$143K Buy
791
+480
+154% +$84.8K 0.11% 208
2018
Q4 		$50K Sell
311
-383
-55% -$81K 0.05% 290
2018
Q3 		$167K Buy
694
+39
+6% +$9.44K 0.15% 183
2018
Q2 		$149K Buy
+655
New +$162K 0.13% 198

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

Squar Milner Financial Services's FDX Position: Q4 2019 in Review

Squar Milner Financial Services sold out of FedEx (FDX) in Q4 2019, closing a stake of 817 shares — an estimated $205K sold.

Squar Milner Financial Services first reported a position in FDX in Q2 2018 and held it in 6 quarters. The position peaked at $205K in Q3 2019. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Squar Milner Financial Services reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 817 FedEx shares in Q4 2019, an estimated $205K.
  • Squar Milner Financial Services first reported a position in FedEx in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's FedEx position peaked at $205K in Q3 2019.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Squar Milner Financial Services's 13F filing for Q4 2019, filed 21 Jan 2020.