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Wintrust Investments’s FedEx FDX Stock Holding History

Wintrust Investments’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
2020
Q1 		– Sell
-2,118
Closed -$320K – 342
2019
Q4 		$320K Sell
2,118
-5,355
-72% -$825K 0.04% 277
2019
Q3 		$1.4M Sell
7,473
-9,655
-56% -$1.56M 0.21% 85
2019
Q2 		$3.65M Sell
17,128
-3,000
-15% -$525K 0.55% 34
2019
Q1 		$4.69M Buy
20,128
+4,882
+32% +$863K 0.76% 26
2018
Q4 		$3.88M Sell
15,246
-6,475
-30% -$1.37M 0.73% 26
2018
Q3 		$5.91M Buy
21,721
+3,471
+19% +$840K 0.96% 19
2018
Q2 		$4.96M Buy
+18,250
New +$4.52M 0.86% 18

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wintrust Investments's FDX Position: Q1 2020 in Review

Wintrust Investments sold out of FedEx (FDX) in Q1 2020, closing a stake of 2,118 shares — an estimated $320K sold.

Wintrust Investments first reported a position in FDX in Q2 2018 and held it in 7 quarters. The position peaked at $5.91M in Q3 2018. 1,179 funds tracked by Wall St. Rank hold FDX as of Q1 2020.

  • Wintrust Investments reported no remaining FedEx position as of Q1 2020 after selling out during the quarter.
  • Wintrust Investments sold 2,118 FedEx shares in Q1 2020, an estimated $320K.
  • Wintrust Investments first reported a position in FedEx in Q2 2018 and held it in 7 quarters.
  • Wintrust Investments's FedEx position peaked at $5.91M in Q3 2018.
  • 1,179 funds tracked by Wall St. Rank held FedEx as of Q1 2020.

Based on Wintrust Investments's 13F filing for Q1 2020, filed 14 May 2020.