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Alera Investment Advisors’s FedEx FDX Stock Holding History

Alera 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
2024
Q3 		$353K Buy
1,289
+153
+13% +$44.4K 0.04% 185
2024
Q2 		$341K Buy
+1,136
New +$297K 0.04% 176
2019
Q2 		– Sell
-97
Closed -$18K – 396
2019
Q1 		$18K Buy
97
+15
+18% +$2.65K 0.01% 315
2018
Q4 		$13K Buy
+82
New +$17.3K 0.01% 371

Other funds holding FDX

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's FDX Position: Q3 2024 in Review

Alera Investment Advisors increased its FedEx (FDX) stake by 13% in Q3 2024, buying an estimated $44.4K and bringing the position to 1,289 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #185.

Alera Investment Advisors first reported a position in FDX in Q4 2018 and has held it in 4 quarters since. 1,724 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Alera Investment Advisors held 1,289 shares of FedEx worth $353K as of Q3 2024.
  • Alera Investment Advisors bought 153 FedEx shares in Q3 2024, an estimated $44.4K.
  • FedEx made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #185 holding.
  • Alera Investment Advisors first reported a position in FedEx in Q4 2018 and has held it in 4 quarters since.
  • 1,724 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.