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Bourgeon Capital Management’s FedEx FDX Stock Holding History

Bourgeon 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
2024
Q1 		– Sell
-90
Closed -$22.8K – 195
2023
Q4 		$22.8K Hold
90
– – 0.01% 199
2023
Q3 		$23.8K Hold
90
– – 0.01% 181
2023
Q2 		$22.3K Hold
90
– – 0.01% 201
2023
Q1 		$20.6K Hold
90
– – ﹤0.01% 194
2022
Q4 		$15.6K Buy
+90
New +$15K ﹤0.01% 213
2020
Q2 		– Sell
-50
Closed -$6K – 260
2020
Q1 		$6K Hold
50
– – ﹤0.01% 202
2019
Q4 		$8K Hold
50
– – ﹤0.01% 190
2019
Q3 		$7K Buy
+50
New +$8.06K ﹤0.01% 192

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

Bourgeon Capital Management's FDX Position: Q1 2024 in Review

Bourgeon Capital Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 90 shares — an estimated $22.8K sold.

Bourgeon Capital Management first reported a position in FDX in Q3 2019 and held it in 8 quarters. The position peaked at $23.8K in Q3 2023. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Bourgeon Capital Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 90 FedEx shares in Q1 2024, an estimated $22.8K.
  • Bourgeon Capital Management first reported a position in FedEx in Q3 2019 and held it in 8 quarters.
  • Bourgeon Capital Management's FedEx position peaked at $23.8K in Q3 2023.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.