CIC Wealth’s FedEx FDX Stock Holding History

CIC Wealth’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 Q2	–	Sell	-1,430	Closed	-$327K	–	166
2023 Q1	$327K	Hold	1,430	–	–	0.12%	109
2022 Q4	$248K	Buy	+1,430	New	+$238K	0.1%	132

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

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

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

CIC Wealth's FDX Position: Q2 2023 in Review

CIC Wealth sold out of FedEx (FDX) in Q2 2023, closing a stake of 1,430 shares — an estimated $327K sold.

CIC Wealth first reported a position in FDX in Q4 2022 and held it in 2 quarters. The position peaked at $327K in Q1 2023. 1,666 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

CIC Wealth reported no remaining FedEx position as of Q2 2023 after selling out during the quarter.
CIC Wealth sold 1,430 FedEx shares in Q2 2023, an estimated $327K.
CIC Wealth first reported a position in FedEx in Q4 2022 and held it in 2 quarters.
CIC Wealth's FedEx position peaked at $327K in Q1 2023.
1,666 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on CIC Wealth's 13F filing for Q2 2023, filed 19 Jul 2023.