Waddell & Reed Financial’s FedEx FDX Stock Holding History

Waddell & Reed 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 Q2	–	Sell	-60,290	Closed	-$10.9M	–	492
2019 Q1	$10.9M	Sell	60,290 -343,578	-85%	-$60.7M	0.03%	416
2018 Q4	$65.2M	Buy	403,868 +19,245	+5%	+$4.07M	0.18%	151
2018 Q3	$92.6M	Buy	384,623 +304,623	+381%	+$73.8M	0.21%	140
2018 Q2	$18.2M	Sell	80,000 -15,000	-16%	-$3.72M	0.04%	346
2018 Q1	$22.8M	Buy	95,000 +35,000	+58%	+$8.85M	0.05%	314
2017 Q4	$15M	Sell	60,000 -37,500	-38%	-$8.58M	0.03%	371
2017 Q3	$22M	Buy	97,500 +27,500	+39%	+$5.85M	0.05%	322
2017 Q2	$15.2M	Sell	70,000 -15,000	-18%	-$2.96M	0.03%	369
2017 Q1	$16.6M	Buy	85,000 +10,000	+13%	+$1.91M	0.04%	368
2016 Q4	$14M	Sell	75,000 -15,000	-17%	-$2.75M	0.03%	376
2016 Q3	$15.7M	Buy	90,000 +5,000	+6%	+$819K	0.03%	348
2016 Q2	$12.9M	Sell	85,000 -10,000	-11%	-$1.62M	0.03%	368
2016 Q1	$15.5M	Buy	95,000 +40,000	+73%	+$5.56M	0.03%	338
2015 Q4	$8.19M	Buy	+55,000	New	+$8.51M	0.01%	440

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

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

Gates Foundation Trust

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

Artisan Partners

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