Berman Capital Advisors’s FedEx FDX Stock Holding History

Berman Capital Advisors’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 Q3	$599K	Sell	2,734 -117	-4%	-$31.8K	0.09%	112
2021 Q2	$850K	Buy	2,851 +397	+16%	+$118K	0.14%	77
2021 Q1	$696K	Buy	2,454 +553	+29%	+$142K	0.15%	70
2020 Q4	$493K	Buy	1,901 +78	+4%	+$21.6K	0.12%	88
2020 Q3	$457K	Sell	1,823 -664	-27%	-$133K	0.13%	78
2020 Q2	$348K	Sell	2,487 -662	-21%	-$83.3K	0.09%	88
2020 Q1	$379K	Buy	3,149 +636	+25%	+$89.5K	0.12%	75
2019 Q4	$378K	Buy	2,513 +310	+14%	+$47.8K	0.11%	86
2019 Q3	$319K	Buy	2,203 +105	+5%	+$16.9K	0.1%	96
2019 Q2	$346K	Sell	2,098 -1,785	-46%	-$313K	0.11%	88
2019 Q1	$702K	Buy	3,883 +3,721	+2,297%	+$658K	0.24%	47
2018 Q4	$25K	Buy	+162	New	+$34.3K	0.01%	344

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Berman Capital Advisors's FDX Position: Q3 2021 in Review

Berman Capital Advisors reduced its FedEx (FDX) stake by 4.1% in Q3 2021, selling an estimated $31.8K and leaving 2,734 shares worth $599K. The position accounts for 0.09% of the portfolio, ranked #112.

Berman Capital Advisors first reported a position in FDX in Q4 2018 and has held it in 12 quarters since. The position peaked at $850K in Q2 2021. 1,516 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

Berman Capital Advisors held 2,734 shares of FedEx worth $599K as of Q3 2021.
Berman Capital Advisors sold 117 FedEx shares in Q3 2021, an estimated $31.8K.
FedEx made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #112 holding.
Berman Capital Advisors first reported a position in FedEx in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's FedEx position peaked at $850K in Q2 2021.
1,516 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.