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CSat Investment Advisory’s FedEx FDX Stock Holding History

CSat Investment Advisory’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
Q1 		$3.34M Buy
11,774
+2,547
+28% +$656K 2.81% 4
2020
Q4 		$2.4M Sell
9,227
-4,617
-33% -$1.28M 2.23% 13
2020
Q3 		$3.48M Buy
13,844
+2,206
+19% +$441K 0.31% 25
2020
Q2 		$1.63M Buy
11,638
+2,708
+30% +$341K 0.2% 51
2020
Q1 		$1.08M Buy
8,930
+463
+5% +$65.2K 0.23% 60
2019
Q4 		$1.28M Sell
8,467
-218
-3% -$33.6K 0.34% 58
2019
Q3 		$1.26M Buy
8,685
+1,376
+19% +$222K 0.4% 48
2019
Q2 		$1.2M Buy
7,309
+723
+11% +$127K 0.42% 48
2019
Q1 		$1.2M Buy
6,586
+1,356
+26% +$240K 0.6% 39
2018
Q4 		$844K Buy
5,230
+370
+8% +$78.3K 0.5% 49
2018
Q3 		$1.17M Buy
4,860
+4,427
+1,022% +$1.07M 0.67% 39
2018
Q2 		$98K Buy
+433
New +$107K 0.05% 161
2014
Q2 		– Sell
-57,095
Closed -$7.57M – 28
2014
Q1 		$7.57M Sell
57,095
-24,786
-30% -$3.37M 3.87% 5
2013
Q4 		$11.8M Sell
81,881
-63,809
-44% -$8.45M 4.65% 3
2013
Q3 		$16.6M Buy
145,690
+36,751
+34% +$3.97M 4.77% 6
2013
Q2 		$10.7M Buy
+108,939
New +$10.6M 3.83% 11

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's FDX Position: Q1 2021 in Review

CSat Investment Advisory increased its FedEx (FDX) stake by 28% in Q1 2021, buying an estimated $656K and bringing the position to 11,774 shares worth $3.34M. The position accounts for 2.81% of the portfolio, ranked #4.

CSat Investment Advisory first reported a position in FDX in Q2 2013 and has held it in 16 quarters since. The position peaked at $16.6M in Q3 2013. 1,594 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • CSat Investment Advisory held 11,774 shares of FedEx worth $3.34M as of Q1 2021.
  • CSat Investment Advisory bought 2,547 FedEx shares in Q1 2021, an estimated $656K.
  • FedEx made up 2.81% of CSat Investment Advisory's portfolio in Q1 2021, its #4 holding.
  • CSat Investment Advisory first reported a position in FedEx in Q2 2013 and has held it in 16 quarters since.
  • CSat Investment Advisory's FedEx position peaked at $16.6M in Q3 2013.
  • 1,594 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.