Beach Investment Counsel’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.4M | Sell |
5,748
-161
| -3% | -$41.7K | 0.21% | 63 |
|
|
2024
Q4 | $1.66M | Sell |
5,909
-959
| -14% | -$268K | 0.22% | 62 |
|
|
2024
Q3 | $1.88M | Sell |
6,868
-7,440
| -52% | -$2.16M | 0.23% | 64 |
|
|
2024
Q2 | $4.29M | Sell |
14,308
-3,950
| -22% | -$1.03M | 0.53% | 43 |
|
|
2024
Q1 | $4.62M | Buy |
18,258
+50
| +0.3% | +$12.5K | 0.57% | 44 |
|
|
2023
Q4 | $4.61M | Sell |
18,208
-50
| -0.3% | -$12.7K | 0.57% | 44 |
|
|
2023
Q3 | $4.84M | Sell |
18,258
-8,617
| -32% | -$2.24M | 0.6% | 47 |
|
|
2023
Q2 | $6.66M | Sell |
26,875
-1,668
| -6% | -$382K | 0.79% | 32 |
|
|
2023
Q1 | $6.52M | Buy |
28,543
+18,265
| +178% | +$3.71M | 0.87% | 31 |
|
|
2022
Q4 | $1.78M | Buy |
10,278
+122
| +1% | +$20.3K | 0.22% | 78 |
|
|
2022
Q3 | $1.51M | Sell |
10,156
-27
| -0.3% | -$5.7K | 0.21% | 79 |
|
|
2022
Q2 | $2.31M | Hold |
10,183
| – | – | 0.29% | 73 |
|
|
2022
Q1 | $2.36M | Buy |
10,183
+185
| +2% | +$43.5K | 0.25% | 79 |
|
|
2021
Q4 | $2.59M | Hold |
9,998
| – | – | 0.34% | 68 |
|
|
2021
Q3 | $2.19M | Sell |
9,998
-46,936
| -82% | -$12.7M | 0.21% | 77 |
|
|
2021
Q2 | $17M | Buy |
56,934
+15,851
| +39% | +$4.7M | 1.52% | 19 |
|
|
2021
Q1 | $11.7M | Buy |
41,083
+31,085
| +311% | +$8.01M | 1.04% | 33 |
|
|
2020
Q4 | $2.6M | Sell |
9,998
-535
| -5% | -$148K | 0.25% | 73 |
|
|
2020
Q3 | $2.65M | Sell |
10,533
-1,800
| -15% | -$360K | 0.31% | 66 |
|
|
2020
Q2 | $1.73M | Sell |
12,333
-1,050
| -8% | -$132K | 0.23% | 75 |
|
|
2020
Q1 | $1.62M | Hold |
13,383
| – | – | 0.27% | 67 |
|
|
2019
Q4 | $2.02M | Sell |
13,383
-1,995
| -13% | -$307K | 0.22% | 72 |
|
|
2019
Q3 | $2.24M | Sell |
15,378
-600
| -4% | -$96.7K | 0.26% | 69 |
|
|
2019
Q2 | $2.62M | Hold |
15,978
| – | – | 0.3% | 69 |
|
|
2019
Q1 | $2.9M | Hold |
15,978
| – | – | 0.33% | 60 |
|
|
2018
Q4 | $2.84M | Sell |
15,978
-66,542
| -81% | -$14.1M | 0.34% | 57 |
|
|
2018
Q3 | $19.9M | Sell |
82,520
-24,824
| -23% | -$6.01M | 1.96% | 15 |
|
|
2018
Q2 | $24.4M | Sell |
107,344
-28,861
| -21% | -$7.15M | 2.54% | 8 |
|
|
2018
Q1 | $32.7M | Sell |
136,205
-4,983
| -4% | -$1.26M | 3.41% | 6 |
|
|
2017
Q4 | $35.2M | Buy |
141,188
+65,425
| +86% | +$15M | 3.43% | 7 |
|
|
2017
Q3 | $17.1M | Buy |
75,763
+20,660
| +37% | +$4.4M | 1.8% | 18 |
|
|
2017
Q2 | $12M | Buy |
+55,103
| New | +$10.9M | 1.23% | 30 |
|
|
2013
Q3 | – | Sell |
-2,663
| Closed | -$263K | – | 173 |
|
|
2013
Q2 | $263K | Buy |
+2,663
| New | +$259K | 0.03% | 172 |
|
Other funds holding FDX
Beach Investment Counsel's FDX Position: Q1 2025 in Review
Beach Investment Counsel reduced its FedEx (FDX) stake by 2.7% in Q1 2025, selling an estimated $41.7K and leaving 5,748 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #63.
Beach Investment Counsel first reported a position in FDX in Q2 2013 and has held it in 33 quarters since. The position peaked at $35.2M in Q4 2017. 1,732 funds tracked by Wall St. Rank hold FDX as of Q1 2025.
- Beach Investment Counsel held 5,748 shares of FedEx worth $1.4M as of Q1 2025.
- Beach Investment Counsel sold 161 FedEx shares in Q1 2025, an estimated $41.7K.
- FedEx made up 0.21% of Beach Investment Counsel's portfolio in Q1 2025, its #63 holding.
- Beach Investment Counsel first reported a position in FedEx in Q2 2013 and has held it in 33 quarters since.
- Beach Investment Counsel's FedEx position peaked at $35.2M in Q4 2017.
- 1,732 funds tracked by Wall St. Rank held FedEx as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.