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BerganKDV Wealth Management’s FedEx FDX Stock Holding History

BerganKDV 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
2023
Q2 		$136K Sell
549
-7
-1% -$1.6K 0.01% 266
2023
Q1 		$127K Sell
556
-56
-9% -$11.4K 0.01% 284
2022
Q4 		$106K Buy
612
+57
+10% +$9.47K 0.01% 303
2022
Q3 		$82K Buy
555
+44
+9% +$9.29K 0.01% 312
2022
Q2 		$116K Hold
511
– – 0.01% 288
2022
Q1 		$118K Hold
511
– – 0.01% 291
2021
Q4 		$132K Sell
511
-149
-23% -$35.8K 0.01% 302
2021
Q3 		$145K Hold
660
– – 0.02% 276
2021
Q2 		$197K Hold
660
– – 0.02% 244
2021
Q1 		$187K Sell
660
-400
-38% -$103K 0.02% 245
2020
Q4 		$275K Buy
1,060
+51
+5% +$14.1K 0.04% 196
2020
Q3 		$254K Buy
1,009
+5
+0.5% +$1K 0.04% 199
2020
Q2 		$141K Sell
1,004
-98
-9% -$12.3K 0.02% 244
2020
Q1 		$134K Hold
1,102
– – 0.03% 231
2019
Q4 		$167K Buy
1,102
+80
+8% +$12.3K 0.03% 235
2019
Q3 		$149K Sell
1,022
-200
-16% -$32.2K 0.03% 227
2019
Q2 		$201K Hold
1,222
– – 0.04% 211
2019
Q1 		$222K Hold
1,222
– – 0.05% 199
2018
Q4 		$197K Buy
1,222
+89
+8% +$18.8K 0.05% 185
2018
Q3 		$273K Sell
1,133
-3
-0.3% -$726 0.06% 166
2018
Q2 		$258K Buy
+1,136
New +$281K 0.06% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's FDX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its FedEx (FDX) stake by 1.3% in Q2 2023, selling an estimated $1.6K and leaving 549 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #266.

BerganKDV Wealth Management first reported a position in FDX in Q2 2018 and has held it in 21 quarters since. The position peaked at $275K in Q4 2020. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

  • BerganKDV Wealth Management held 549 shares of FedEx worth $136K as of Q2 2023.
  • BerganKDV Wealth Management sold 7 FedEx shares in Q2 2023, an estimated $1.6K.
  • FedEx made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #266 holding.
  • BerganKDV Wealth Management first reported a position in FedEx in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's FedEx position peaked at $275K in Q4 2020.
  • 1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

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