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Boltwood Capital Management’s FedEx FDX Stock Holding History

Boltwood Capital 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
2022
Q3 		– Sell
-1,566
Closed -$355K – 147
2022
Q2 		$355K Sell
1,566
-197
-11% -$42K 0.15% 117
2022
Q1 		$408K Buy
1,763
+27
+2% +$6.34K 0.16% 120
2021
Q4 		$449K Hold
1,736
– – 0.17% 115
2021
Q3 		$381K Buy
+1,736
New +$471K 0.15% 123

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

Boltwood Capital Management's FDX Position: Q3 2022 in Review

Boltwood Capital Management sold out of FedEx (FDX) in Q3 2022, closing a stake of 1,566 shares — an estimated $355K sold.

Boltwood Capital Management first reported a position in FDX in Q3 2021 and held it in 4 quarters. The position peaked at $449K in Q4 2021. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

  • Boltwood Capital Management reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
  • Boltwood Capital Management sold 1,566 FedEx shares in Q3 2022, an estimated $355K.
  • Boltwood Capital Management first reported a position in FedEx in Q3 2021 and held it in 4 quarters.
  • Boltwood Capital Management's FedEx position peaked at $449K in Q4 2021.
  • 1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Boltwood Capital Management's 13F filing for Q3 2022, filed 4 Oct 2022.