Cascadia Advisory Services’s FedEx FDX Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$2.13M	Buy	9,722 +312	+3%	+$84.7K	0.43%	87
2021 Q2	$2.81M	Buy	9,410 +2,405	+34%	+$714K	0.61%	48
2021 Q1	$1.99M	Buy	+7,005	New	+$1.8M	0.44%	82
2020 Q3	$1.65M	Buy	6,561 +664	+11%	+$133K	0.46%	56
2020 Q2	$827K	Buy	+5,897	New	+$742K	0.25%	102
2019 Q4	$803K	Buy	+5,312	New	+$819K	0.23%	115

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cascadia Advisory Services's FDX Position: Q3 2021 in Review

Cascadia Advisory Services increased its FedEx (FDX) stake by 3.3% in Q3 2021, buying an estimated $84.7K and bringing the position to 9,722 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #87.

Cascadia Advisory Services first reported a position in FDX in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.81M in Q2 2021. 1,516 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

Cascadia Advisory Services held 9,722 shares of FedEx worth $2.13M as of Q3 2021.
Cascadia Advisory Services bought 312 FedEx shares in Q3 2021, an estimated $84.7K.
FedEx made up 0.43% of Cascadia Advisory Services's portfolio in Q3 2021, its #87 holding.
Cascadia Advisory Services first reported a position in FedEx in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's FedEx position peaked at $2.81M in Q2 2021.
1,516 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.