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Cedar Brook Financial Partners’s FedEx FDX Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-1,403
Closed -$407K – 141
2024
Q1 		$407K Sell
1,403
-20
-1% -$5K 0.08% 245
2023
Q4 		$357K Buy
1,423
+220
+18% +$55.9K 0.08% 253
2023
Q3 		$319K Buy
+1,203
New +$313K 0.08% 242

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Primecap Management
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cedar Brook Financial Partners's FDX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of FedEx (FDX) in Q2 2024, closing a stake of 1,403 shares — an estimated $407K sold.

Cedar Brook Financial Partners first reported a position in FDX in Q3 2023 and held it in 3 quarters. The position peaked at $407K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,403 FedEx shares in Q2 2024, an estimated $407K.
  • Cedar Brook Financial Partners first reported a position in FedEx in Q3 2023 and held it in 3 quarters.
  • Cedar Brook Financial Partners's FedEx position peaked at $407K in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.