Capital Insight Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-828
| Closed | -$219K | – | 163 |
|
|
2023
Q3 | $219K | Hold |
828
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $205K | Sell |
828
-51
| -6% | -$11.7K | 0.05% | 168 |
|
|
2023
Q1 | $201K | Buy |
+879
| New | +$178K | 0.05% | 162 |
|
|
2022
Q3 | – | Sell |
-1,622
| Closed | -$368K | – | 146 |
|
|
2022
Q2 | $368K | Sell |
1,622
-1,568
| -49% | -$335K | 0.09% | 131 |
|
|
2022
Q1 | $738K | Sell |
3,190
-453
| -12% | -$106K | 0.15% | 116 |
|
|
2021
Q4 | $942K | Sell |
3,643
-498
| -12% | -$120K | 0.19% | 113 |
|
|
2021
Q3 | $908K | Sell |
4,141
-128
| -3% | -$34.7K | 0.2% | 117 |
|
|
2021
Q2 | $1.27M | Sell |
4,269
-137
| -3% | -$40.7K | 0.29% | 106 |
|
|
2021
Q1 | $1.25M | Buy |
4,406
+27
| +0.6% | +$6.96K | 0.3% | 105 |
|
|
2020
Q4 | $1.14M | Sell |
4,379
-245
| -5% | -$67.9K | 0.29% | 109 |
|
|
2020
Q3 | $1.16M | Buy |
4,624
+101
| +2% | +$20.2K | 0.33% | 103 |
|
|
2020
Q2 | $634K | Buy |
+4,523
| New | +$569K | 0.2% | 117 |
|
|
2020
Q1 | – | Sell |
-6,398
| Closed | -$967K | – | 96 |
|
|
2019
Q4 | $967K | Sell |
6,398
-6,844
| -52% | -$1.05M | 0.44% | 69 |
|
|
2019
Q3 | $1.93M | Buy |
13,242
+20
| +0.2% | +$3.23K | 1.68% | 23 |
|
|
2019
Q2 | $2.17M | Buy |
13,222
+106
| +0.8% | +$18.6K | 1.89% | 16 |
|
|
2019
Q1 | $2.38M | Buy |
13,116
+539
| +4% | +$95.3K | 2.15% | 10 |
|
|
2018
Q4 | $2.03M | Buy |
12,577
+387
| +3% | +$81.9K | 2.09% | 13 |
|
|
2018
Q3 | $2.94M | Sell |
12,190
-1,961
| -14% | -$475K | 2.58% | 9 |
|
|
2018
Q2 | $3.21M | Buy |
14,151
+33
| +0.2% | +$8.18K | 2.64% | 7 |
|
|
2018
Q1 | $3.39M | Buy |
14,118
+44
| +0.3% | +$11.1K | 2.76% | 5 |
|
|
2017
Q4 | $3.51M | Sell |
14,074
-54
| -0.4% | -$12.3K | 2.75% | 4 |
|
|
2017
Q3 | $3.19M | Buy |
14,128
+248
| +2% | +$52.8K | 2.69% | 6 |
|
|
2017
Q2 | $3.02M | Sell |
13,880
-387
| -3% | -$76.4K | 2.68% | 6 |
|
|
2017
Q1 | $2.78M | Sell |
14,267
-144
| -1% | -$27.5K | 2.52% | 7 |
|
|
2016
Q4 | $2.68M | Sell |
14,411
-406
| -3% | -$74.5K | 2.66% | 6 |
|
|
2016
Q3 | $2.59M | Sell |
14,817
-1,233
| -8% | -$202K | 2.49% | 13 |
|
|
2016
Q2 | $2.44M | Buy |
16,050
+260
| +2% | +$42.2K | 2.31% | 20 |
|
|
2016
Q1 | $2.57M | Buy |
15,790
+645
| +4% | +$89.7K | 2.61% | 15 |
|
|
2015
Q4 | $2.26M | Sell |
15,145
-2,520
| -14% | -$390K | 2.28% | 22 |
|
|
2015
Q3 | $2.54M | Hold |
17,665
| – | – | 2.38% | 18 |
|
|
2015
Q2 | $3.01M | Buy |
+17,665
| New | +$3.07M | 2.54% | 16 |
|
Other funds holding FDX
Capital Insight Partners's FDX Position: Q4 2023 in Review
Capital Insight Partners sold out of FedEx (FDX) in Q4 2023, closing a stake of 828 shares — an estimated $219K sold.
Capital Insight Partners first reported a position in FDX in Q2 2015 and held it in 31 quarters. The position peaked at $3.51M in Q4 2017. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.
- Capital Insight Partners reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
- Capital Insight Partners sold 828 FedEx shares in Q4 2023, an estimated $219K.
- Capital Insight Partners first reported a position in FedEx in Q2 2015 and held it in 31 quarters.
- Capital Insight Partners's FedEx position peaked at $3.51M in Q4 2017.
- 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.
Based on Capital Insight Partners's 13F filing for Q4 2023, filed 24 Jan 2024.