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Whitegate Investment Counselors’s FedEx FDX Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-5,697
Closed -$1.25M – 112
2021
Q3 		$1.25M Sell
5,697
-65
-1% -$17.6K 0.18% 103
2021
Q2 		$1.72M Buy
5,762
+25
+0.4% +$7.42K 0.24% 86
2021
Q1 		$1.63M Hold
5,737
– – 0.25% 86
2020
Q4 		$1.49M Sell
5,737
-240
-4% -$66.5K 0.24% 83
2020
Q3 		$1.5M Sell
5,977
-210
-3% -$42K 0.27% 82
2020
Q2 		$868K Buy
6,187
+140
+2% +$17.6K 0.17% 105
2020
Q1 		$733K Sell
6,047
-1,305
-18% -$184K 0.18% 106
2019
Q4 		$1.11M Sell
7,352
-830
-10% -$128K 0.2% 96
2019
Q3 		$1.19M Sell
8,182
-325
-4% -$52.4K 0.23% 93
2019
Q2 		$1.4M Buy
8,507
+1,053
+14% +$184K 0.28% 81
2019
Q1 		$1.35M Buy
7,454
+182
+3% +$32.2K 0.28% 84
2018
Q4 		$1.17M Sell
7,272
-78
-1% -$16.5K 0.27% 87
2018
Q3 		$1.77M Buy
7,350
+970
+15% +$235K 0.36% 81
2018
Q2 		$1.45M Buy
6,380
+2,115
+50% +$524K 0.3% 86
2018
Q1 		$1.02M Buy
4,265
+55
+1% +$13.9K 0.22% 102
2017
Q4 		$1.05M Buy
4,210
+340
+9% +$77.8K 0.22% 101
2017
Q3 		$873K Buy
+3,870
New +$824K 0.19% 102

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitegate Investment Counselors's FDX Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of FedEx (FDX) in Q4 2021, closing a stake of 5,697 shares — an estimated $1.25M sold.

Whitegate Investment Counselors first reported a position in FDX in Q3 2017 and held it in 17 quarters. The position peaked at $1.77M in Q3 2018. 1,685 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 5,697 FedEx shares in Q4 2021, an estimated $1.25M.
  • Whitegate Investment Counselors first reported a position in FedEx in Q3 2017 and held it in 17 quarters.
  • Whitegate Investment Counselors's FedEx position peaked at $1.77M in Q3 2018.
  • 1,685 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.