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Wendell David Associates’s FedEx FDX Stock Holding History

Wendell David Associates’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
2021
Q3 		– Sell
-703
Closed -$210K – 153
2021
Q2 		$210K Hold
703
– – 0.02% 151
2021
Q1 		$200K Sell
703
-275
-28% -$70.8K 0.02% 148
2020
Q4 		$254K Hold
978
– – 0.03% 131
2020
Q3 		$246K Buy
+978
New +$196K 0.03% 132
2020
Q1 		– Sell
-1,623
Closed -$245K – 144
2019
Q4 		$245K Sell
1,623
-63
-4% -$9.71K 0.03% 145
2019
Q3 		$245K Sell
1,686
-9,610
-85% -$1.55M 0.04% 142
2019
Q2 		$1.85M Sell
11,296
-3,735
-25% -$654K 0.28% 68
2019
Q1 		$2.73M Buy
15,031
+1,044
+7% +$185K 0.42% 62
2018
Q4 		$2.26M Sell
13,987
-2,282
-14% -$483K 0.41% 65
2018
Q3 		$3.92M Buy
16,269
+2,210
+16% +$535K 0.61% 45
2018
Q2 		$3.19M Buy
14,059
+3,949
+39% +$978K 0.54% 52
2018
Q1 		$2.43M Buy
10,110
+6,555
+184% +$1.66M 0.44% 67
2017
Q4 		$887K Buy
3,555
+893
+34% +$204K 0.15% 103
2017
Q3 		$600K Buy
+2,662
New +$567K 0.11% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wendell David Associates's FDX Position: Q3 2021 in Review

Wendell David Associates sold out of FedEx (FDX) in Q3 2021, closing a stake of 703 shares — an estimated $210K sold.

Wendell David Associates first reported a position in FDX in Q3 2017 and held it in 14 quarters. The position peaked at $3.92M in Q3 2018. 1,515 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

  • Wendell David Associates reported no remaining FedEx position as of Q3 2021 after selling out during the quarter.
  • Wendell David Associates sold 703 FedEx shares in Q3 2021, an estimated $210K.
  • Wendell David Associates first reported a position in FedEx in Q3 2017 and held it in 14 quarters.
  • Wendell David Associates's FedEx position peaked at $3.92M in Q3 2018.
  • 1,515 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Wendell David Associates's 13F filing for Q3 2021, filed 19 Oct 2021.