Aquila Investment Management’s FedEx FDX Stock Holding History

Aquila Investment 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
2023 Q2	–	Sell	-3,000	Closed	-$685K	–	91
2023 Q1	$685K	Sell	3,000 -7,000	-70%	-$1.42M	0.57%	65
2022 Q4	$1.73M	Buy	10,000 +6,000	+150%	+$997K	1.34%	23
2022 Q3	$594K	Buy	+4,000	New	+$844K	0.44%	80

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

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

Aquila Investment Management's FDX Position: Q2 2023 in Review

Aquila Investment Management sold out of FedEx (FDX) in Q2 2023, closing a stake of 3,000 shares — an estimated $685K sold.

Aquila Investment Management first reported a position in FDX in Q3 2022 and held it in 3 quarters. The position peaked at $1.73M in Q4 2022. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

Aquila Investment Management reported no remaining FedEx position as of Q2 2023 after selling out during the quarter.
Aquila Investment Management sold 3,000 FedEx shares in Q2 2023, an estimated $685K.
Aquila Investment Management first reported a position in FedEx in Q3 2022 and held it in 3 quarters.
Aquila Investment Management's FedEx position peaked at $1.73M in Q4 2022.
1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on Aquila Investment Management's 13F filing for Q2 2023, filed 24 Jul 2023.