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Connectus Wealth’s FedEx FDX Stock Holding History

Connectus 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
2024
Q1 		$5.32M Buy
18,343
+14,095
+332% +$3.53M 0.15% 117
2023
Q4 		$1.08M Buy
4,248
+2
+0% +$508 0.02% 327
2023
Q3 		$1.13M Buy
4,246
+4
+0.1% +$1.04K 0.03% 303
2023
Q2 		$1.05M Sell
4,242
-46
-1% -$10.5K 0.02% 277
2023
Q1 		$980K Buy
4,288
+67
+2% +$13.6K 0.02% 289
2022
Q4 		$731K Sell
4,221
-49
-1% -$8.14K 0.02% 313
2022
Q3 		$634K Sell
4,270
-4,581
-52% -$967K 0.01% 378
2022
Q2 		$2.01M Sell
8,851
-4,602
-34% -$982K 0.05% 208
2022
Q1 		$3.48M Sell
13,453
-1,883
-12% -$442K 0.11% 125
2021
Q4 		$3.97M Buy
+15,336
New +$3.68M 0.15% 87

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connectus Wealth's FDX Position: Q1 2024 in Review

Connectus Wealth increased its FedEx (FDX) stake by 332% in Q1 2024, buying an estimated $3.53M and bringing the position to 18,343 shares worth $5.32M. The position accounts for 0.15% of the portfolio, ranked #117.

Connectus Wealth first reported a position in FDX in Q4 2021 and has held it in 10 quarters since. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Connectus Wealth held 18,343 shares of FedEx worth $5.32M as of Q1 2024.
  • Connectus Wealth bought 14,095 FedEx shares in Q1 2024, an estimated $3.53M.
  • FedEx made up 0.15% of Connectus Wealth's portfolio in Q1 2024, its #117 holding.
  • Connectus Wealth first reported a position in FedEx in Q4 2021 and has held it in 10 quarters since.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.