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Affinity Investment Advisors’s FedEx FDX Stock Holding History

Affinity Investment Advisors’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
2022
Q3 		– Sell
-1,030
Closed -$234K – 194
2022
Q2 		$234K Sell
1,030
-9,438
-90% -$2.01M 0.11% 178
2022
Q1 		$2.42M Sell
10,468
-149
-1% -$35K 0.99% 28
2021
Q4 		$2.75M Sell
10,617
-710
-6% -$170K 1.1% 25
2021
Q3 		$2.48M Sell
11,327
-77
-0.7% -$20.9K 1.11% 22
2021
Q2 		$3.4M Sell
11,404
-5,782
-34% -$1.72M 1.54% 9
2021
Q1 		$4.88M Sell
17,186
-163
-0.9% -$42K 1.79% 8
2020
Q4 		$4.5M Sell
17,349
-1,831
-10% -$507K 1.82% 9
2020
Q3 		$4.82M Buy
19,180
+230
+1% +$46K 2.12% 7
2020
Q2 		$2.66M Buy
+18,950
New +$2.38M 1.26% 28

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Affinity Investment Advisors's FDX Position: Q3 2022 in Review

Affinity Investment Advisors sold out of FedEx (FDX) in Q3 2022, closing a stake of 1,030 shares — an estimated $234K sold.

Affinity Investment Advisors first reported a position in FDX in Q2 2020 and held it in 9 quarters. The position peaked at $4.88M in Q1 2021. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

  • Affinity Investment Advisors reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,030 FedEx shares in Q3 2022, an estimated $234K.
  • Affinity Investment Advisors first reported a position in FedEx in Q2 2020 and held it in 9 quarters.
  • Affinity Investment Advisors's FedEx position peaked at $4.88M in Q1 2021.
  • 1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Affinity Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.