Advisory Research’s FedEx FDX Stock Holding History

Advisory Research’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
2023 Q3	–	Sell	-1,138	Closed	-$282K	–	446
2023 Q2	$282K	Buy	+1,138	New	+$260K	0.04%	381
2014 Q2	–	Sell	-517	Closed	-$69K	–	448
2014 Q1	$69K	Buy	+517	New	+$70.2K	﹤0.01%	559

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's FDX Position: Q3 2023 in Review

Advisory Research sold out of FedEx (FDX) in Q3 2023, closing a stake of 1,138 shares — an estimated $282K sold.

Advisory Research first reported a position in FDX in Q1 2014 and held it in 2 quarters. The position peaked at $282K in Q2 2023. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Advisory Research reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 1,138 FedEx shares in Q3 2023, an estimated $282K.
Advisory Research first reported a position in FedEx in Q1 2014 and held it in 2 quarters.
Advisory Research's FedEx position peaked at $282K in Q2 2023.
1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.