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Baron Financial Group’s FedEx FDX Stock Holding History

Baron Financial Group’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
-40
Closed -$9.07K – 102
2022
Q2 		$9.07K Hold
40
– – 0.01% 154
2022
Q1 		$9.26K Hold
40
– – 0.01% 166
2021
Q4 		$10.3K Hold
40
– – 0.01% 166
2021
Q3 		$8.77K Hold
40
– – 0.01% 172
2021
Q2 		$11.9K Hold
40
– – 0.01% 167
2021
Q1 		$11.4K Hold
40
– – 0.01% 166
2020
Q4 		$10.4K Hold
40
– – 0.01% 171
2020
Q3 		$10.1K Buy
+40
New +$8K 0.01% 173

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

Baron Financial Group's FDX Position: Q3 2022 in Review

Baron Financial Group sold out of FedEx (FDX) in Q3 2022, closing a stake of 40 shares — an estimated $9.07K sold.

Baron Financial Group first reported a position in FDX in Q3 2020 and held it in 8 quarters. The position peaked at $11.9K in Q2 2021. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

  • Baron Financial Group reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 40 FedEx shares in Q3 2022, an estimated $9.07K.
  • Baron Financial Group first reported a position in FedEx in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's FedEx position peaked at $11.9K in Q2 2021.
  • 1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.