CIM
FDX icon

Caldwell Investment Management’s FedEx FDX Stock Holding History

Caldwell Investment 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
2023
Q4 		– Sell
-7,900
Closed -$2.08M – 36
2023
Q3 		$2.08M Sell
7,900
-2,700
-25% -$702K 2.02% 10
2023
Q2 		$2.65M Hold
10,600
– – 2% 12
2023
Q1 		$2.42M Buy
+10,600
New +$2.15M 2.4% 11

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

Caldwell Investment Management's FDX Position: Q4 2023 in Review

Caldwell Investment Management sold out of FedEx (FDX) in Q4 2023, closing a stake of 7,900 shares — an estimated $2.08M sold.

Caldwell Investment Management first reported a position in FDX in Q1 2023 and held it in 3 quarters. The position peaked at $2.65M in Q2 2023. 1,742 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Caldwell Investment Management reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
  • Caldwell Investment Management sold 7,900 FedEx shares in Q4 2023, an estimated $2.08M.
  • Caldwell Investment Management first reported a position in FedEx in Q1 2023 and held it in 3 quarters.
  • Caldwell Investment Management's FedEx position peaked at $2.65M in Q2 2023.
  • 1,742 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Caldwell Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.