SEC 13F Intelligence

Willingdon Wealth Management / FDX

Willingdon Wealth Management’s Fedex Corp Position

Does Willingdon Wealth Management own Fedex Corp (FDX)? Yes — 52.8K shares worth $6M (+1.61% of its 13F portfolio) as of Q1 2020, up from 51.2K shares the prior filed quarter.

Position Value
$6M
Q1 2020
Shares
52.8K
% of Portfolio
+1.61%
Quarters Held
6
currently held

Position History FDX

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $8MQ4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202052.8K$6M+1.61%
Q4 201951.2K$8M+1.59%
Q3 201921.1K$3M+0.68%
Q2 201920.6K$3M+0.79%
Q1 201919.8K$4M+0.88%
Q4 201810.6K$2M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of FDX.