Altavista Wealth Management’s FedEx FDX Stock Holding History

Altavista Wealth Management’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
2021 Q4	$414K	Hold	1,602	–	–	0.08%	136
2021 Q3	$351K	Buy	1,602 +29	+2%	+$7.87K	0.08%	141
2021 Q2	$469K	Hold	1,573	–	–	0.1%	124
2021 Q1	$447K	Hold	1,573	–	–	0.11%	122
2020 Q4	$408K	Hold	1,573	–	–	0.1%	124
2020 Q3	$396K	Hold	1,573	–	–	0.11%	117
2020 Q2	$221K	Buy	+1,573	New	+$198K	0.06%	160
2020 Q1	–	Sell	-1,673	Closed	-$253K	–	161
2019 Q4	$253K	Hold	1,673	–	–	0.08%	150
2019 Q3	$244K	Sell	1,673 -12	-0.7%	-$1.94K	0.08%	148
2019 Q2	$277K	Hold	1,685	–	–	0.09%	133
2019 Q1	$306K	Hold	1,685	–	–	0.11%	122
2018 Q4	$272K	Hold	1,685	–	–	0.11%	123
2018 Q3	$406K	Hold	1,685	–	–	0.15%	109
2018 Q2	$383K	Buy	1,685 +12	+0.7%	+$2.97K	0.15%	110
2018 Q1	$402K	Hold	1,673	–	–	0.17%	101
2017 Q4	$417K	Buy	1,673 +213	+15%	+$48.7K	0.18%	101
2017 Q3	$329K	Hold	1,460	–	–	0.16%	98
2017 Q2	$317K	Sell	1,460 -85	-6%	-$16.8K	0.16%	96
2017 Q1	$302K	Hold	1,545	–	–	0.15%	103
2016 Q4	$288K	Hold	1,545	–	–	0.16%	108
2016 Q3	$270K	Hold	1,545	–	–	0.15%	113
2016 Q2	$235K	Hold	1,545	–	–	0.13%	119
2016 Q1	$251K	Sell	1,545 -126	-8%	-$17.5K	0.14%	109
2015 Q4	$249K	Sell	1,671 -89	-5%	-$13.8K	0.15%	107
2015 Q3	$253K	Buy	+1,760	New	+$281K	0.17%	103

Other funds holding FDX

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

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Altavista Wealth Management's FDX Position: Q4 2021 in Review

Altavista Wealth Management held its FedEx (FDX) position steady in Q4 2021 at 1,602 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #136.

Altavista Wealth Management first reported a position in FDX in Q3 2015 and has held it in 25 quarters since. The position peaked at $469K in Q2 2021. 1,685 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

Altavista Wealth Management held 1,602 shares of FedEx worth $414K as of Q4 2021.
Altavista Wealth Management left its FedEx share count unchanged in Q4 2021.
FedEx made up 0.08% of Altavista Wealth Management's portfolio in Q4 2021, its #136 holding.
Altavista Wealth Management first reported a position in FedEx in Q3 2015 and has held it in 25 quarters since.
Altavista Wealth Management's FedEx position peaked at $469K in Q2 2021.
1,685 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.