Cambridge Trust’s FedEx FDX Stock Holding History

Cambridge Trust’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	$143K	Buy	492 +20	+4%	+$5K	0.01%	296
2023 Q4	$119K	Hold	472	–	–	0.01%	318
2023 Q3	$125K	Hold	472	–	–	0.01%	318
2023 Q2	$117K	Hold	472	–	–	0.01%	334
2023 Q1	$108K	Hold	472	–	–	0.01%	346
2022 Q4	$81K	Sell	472 -300	-39%	-$49.9K	﹤0.01%	400
2022 Q3	$115K	Sell	772 -20	-3%	-$4.22K	0.01%	340
2022 Q2	$180K	Sell	792 -93	-11%	-$19.8K	0.01%	306
2022 Q1	$205K	Buy	885 +102	+13%	+$24K	0.01%	332
2021 Q4	$203K	Buy	+783	New	+$188K	0.01%	328
2021 Q3	–	Sell	-813	Closed	-$243K	–	273
2021 Q2	$243K	Buy	813 +50	+7%	+$14.8K	0.01%	248
2021 Q1	$217K	Sell	763 -340	-31%	-$87.6K	0.01%	255
2020 Q4	$286K	Sell	1,103 -73	-6%	-$20.2K	0.01%	196
2020 Q3	$296K	Sell	1,176 -189	-14%	-$37.8K	0.02%	193
2020 Q2	$233K	Buy	+1,365	New	+$172K	0.01%	222
2020 Q1	–	Sell	-1,476	Closed	-$223K	–	245
2019 Q4	$223K	Buy	1,476 +31	+2%	+$4.78K	0.01%	253
2019 Q3	$210K	Hold	1,445	–	–	0.01%	249
2019 Q2	$237K	Buy	+1,445	New	+$253K	0.01%	234

Other funds holding FDX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Trust's FDX Position: Q1 2024 in Review

Cambridge Trust increased its FedEx (FDX) stake by 4.2% in Q1 2024, buying an estimated $5K and bringing the position to 492 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #296.

Cambridge Trust first reported a position in FDX in Q2 2019 and has held it in 18 quarters since. The position peaked at $296K in Q3 2020. 1,748 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

Cambridge Trust held 492 shares of FedEx worth $143K as of Q1 2024.
Cambridge Trust bought 20 FedEx shares in Q1 2024, an estimated $5K.
FedEx made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #296 holding.
Cambridge Trust first reported a position in FedEx in Q2 2019 and has held it in 18 quarters since.
Cambridge Trust's FedEx position peaked at $296K in Q3 2020.
1,748 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.