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Bluesphere Advisors’s FedEx FDX Stock Holding History

Bluesphere 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
2023
Q4 		– Sell
-768
Closed -$203K – 90
2023
Q3 		$203K Sell
768
-114
-13% -$29.6K 0.15% 80
2023
Q2 		$219K Sell
882
-58
-6% -$13.3K 0.15% 79
2023
Q1 		$215K Buy
+940
New +$191K 0.18% 74
2022
Q3 		– Sell
-888
Closed -$201K – 72
2022
Q2 		$201K Sell
888
-20,707
-96% -$4.42M 0.2% 80
2022
Q1 		$5M Sell
21,595
-316
-1% -$74.3K 4.23% 7
2021
Q4 		$5.67M Buy
21,911
+122
+0.6% +$29.3K 4.71% 5
2021
Q3 		$4.78M Buy
21,789
+48
+0.2% +$13K 4.59% 7
2021
Q2 		$6.49M Buy
21,741
+1,399
+7% +$415K 5.74% 2
2021
Q1 		$5.78M Buy
20,342
+1,919
+10% +$494K 5.22% 2
2020
Q4 		$4.78M Buy
+18,423
New +$5.1M 5.13% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bluesphere Advisors's FDX Position: Q4 2023 in Review

Bluesphere Advisors sold out of FedEx (FDX) in Q4 2023, closing a stake of 768 shares — an estimated $203K sold.

Bluesphere Advisors first reported a position in FDX in Q4 2020 and held it in 10 quarters. The position peaked at $6.49M in Q2 2021. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Bluesphere Advisors reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
  • Bluesphere Advisors sold 768 FedEx shares in Q4 2023, an estimated $203K.
  • Bluesphere Advisors first reported a position in FedEx in Q4 2020 and held it in 10 quarters.
  • Bluesphere Advisors's FedEx position peaked at $6.49M in Q2 2021.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Bluesphere Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.