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Whitener Capital Management’s FedEx FDX Stock Holding History

Whitener Capital Management’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
-1,760
Closed -$256K – 231
2019
Q3 		$256K Sell
1,760
-790
-31% -$127K 0.14% 110
2019
Q2 		$418K Sell
2,550
-540
-17% -$94.5K 0.24% 88
2019
Q1 		$560K Sell
3,090
-285
-8% -$50.4K 0.37% 70
2018
Q4 		$544K Buy
3,375
+105
+3% +$22.2K 0.4% 64
2018
Q3 		$787K Buy
3,270
+1,570
+92% +$380K 0.52% 53
2018
Q2 		$386K Buy
1,700
+1,290
+315% +$320K 0.3% 85
2018
Q1 		$98K Hold
410
– – 0.08% 147
2017
Q4 		$102K Buy
+410
New +$93.8K 0.09% 146

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

Whitener Capital Management's FDX Position: Q4 2019 in Review

Whitener Capital Management sold out of FedEx (FDX) in Q4 2019, closing a stake of 1,760 shares — an estimated $256K sold.

Whitener Capital Management first reported a position in FDX in Q4 2017 and held it in 8 quarters. The position peaked at $787K in Q3 2018. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Whitener Capital Management reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,760 FedEx shares in Q4 2019, an estimated $256K.
  • Whitener Capital Management first reported a position in FedEx in Q4 2017 and held it in 8 quarters.
  • Whitener Capital Management's FedEx position peaked at $787K in Q3 2018.
  • 1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.