Coastal Bridge Advisors’s FedEx FDX Stock Holding History

Coastal Bridge Advisors’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
2026 Q1	$1.13M	Buy	3,174 +1	+0%	+$347	0.08%	210
2025 Q4	$917K	Sell	3,173 -1,287	-29%	-$338K	0.07%	225
2025 Q3	$1.05M	Sell	4,460 -1,879	-30%	-$433K	0.08%	203
2025 Q2	$1.44M	Sell	6,339 -4,108	-39%	-$900K	0.12%	175
2025 Q1	$2.55M	Buy	+10,447	New	+$2.71M	0.63%	42
2021 Q2	–	Sell	-917	Closed	-$260K	–	153
2021 Q1	$260K	Hold	917	–	–	0.05%	119
2020 Q4	$238K	Hold	917	–	–	0.05%	115
2020 Q3	$231K	Buy	+917	New	+$183K	0.07%	101
2019 Q2	–	Sell	-1,167	Closed	-$212K	–	135
2019 Q1	$212K	Buy	+1,167	New	+$206K	0.07%	111
2018 Q4	–	Sell	-1,662	Closed	-$400K	–	135
2018 Q3	$400K	Hold	1,662	–	–	0.15%	80
2018 Q2	$377K	Hold	1,662	–	–	0.15%	79
2018 Q1	$399K	Buy	1,662 +745	+81%	+$188K	0.14%	81
2017 Q4	$236K	Hold	917	–	–	0.08%	105
2017 Q3	$207K	Buy	+917	New	+$195K	0.07%	110

Other funds holding FDX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return