Burleson & Co’s FedEx FDX Stock Holding History

Burleson & Co’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 Q4	$180K	Hold	1,042	–	–	0.05%	126
2022 Q3	$155K	Buy	1,042 +1	+0.1%	+$211	0.03%	145
2022 Q2	$236K	Sell	1,041 -2	-0.2%	-$427	0.05%	114
2022 Q1	$241K	Buy	1,043 +2	+0.2%	+$470	0.04%	130
2021 Q4	$269K	Hold	1,041	–	–	0.04%	127
2021 Q3	$228K	Hold	1,041	–	–	0.03%	124
2021 Q2	$311K	Hold	1,041	–	–	0.05%	116
2021 Q1	$296K	Hold	1,041	–	–	0.05%	110
2020 Q4	$270K	Hold	1,041	–	–	0.05%	118
2020 Q3	$291K	Buy	+1,041	New	+$208K	0.06%	111
2018 Q4	–	Sell	-1,031	Closed	-$233K	–	101
2018 Q3	$233K	Hold	1,031	–	–	0.13%	92
2018 Q2	$234K	Hold	1,031	–	–	0.14%	100
2018 Q1	$247K	Hold	1,031	–	–	0.16%	91
2017 Q4	$257K	Buy	+1,031	New	+$236K	0.17%	93

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burleson & Co's FDX Position: Q4 2022 in Review

Burleson & Co held its FedEx (FDX) position steady in Q4 2022 at 1,042 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #126.

Burleson & Co first reported a position in FDX in Q4 2017 and has held it in 14 quarters since. The position peaked at $311K in Q2 2021. 1,513 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

Burleson & Co held 1,042 shares of FedEx worth $180K as of Q4 2022.
Burleson & Co left its FedEx share count unchanged in Q4 2022.
FedEx made up 0.05% of Burleson & Co's portfolio in Q4 2022, its #126 holding.
Burleson & Co first reported a position in FedEx in Q4 2017 and has held it in 14 quarters since.
Burleson & Co's FedEx position peaked at $311K in Q2 2021.
1,513 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.