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TLWM Financial’s FedEx FDX Stock Holding History

TLWM Financial’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
-2,481
Closed -$358K – 61
2019
Q3 		$358K Sell
2,481
-87
-3% -$14K 0.18% 49
2019
Q2 		$418K Sell
2,568
-100
-4% -$17.5K 0.24% 46
2019
Q1 		$487K Sell
2,668
-127
-5% -$22.4K 0.27% 38
2018
Q4 		$475K Buy
2,795
+47
+2% +$9.94K 0.29% 38
2018
Q3 		$661K Buy
2,748
+14
+0.5% +$3.39K 0.38% 28
2018
Q2 		$625K Sell
2,734
-21
-0.8% -$5.2K 0.39% 24
2018
Q1 		$663K Buy
2,755
+83
+3% +$21K 0.44% 19
2017
Q4 		$667K Buy
+2,672
New +$611K 0.52% 14

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

TLWM Financial's FDX Position: Q4 2019 in Review

TLWM Financial sold out of FedEx (FDX) in Q4 2019, closing a stake of 2,481 shares — an estimated $358K sold.

TLWM Financial first reported a position in FDX in Q4 2017 and held it in 8 quarters. The position peaked at $667K in Q4 2017. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • TLWM Financial reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • TLWM Financial sold 2,481 FedEx shares in Q4 2019, an estimated $358K.
  • TLWM Financial first reported a position in FedEx in Q4 2017 and held it in 8 quarters.
  • TLWM Financial's FedEx position peaked at $667K in Q4 2017.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on TLWM Financial's 13F filing for Q4 2019, filed 15 Jan 2020.