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Dorchester Wealth Management’s FedEx FDX Stock Holding History

Dorchester Wealth Management’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
Q4 		$6.86M Sell
24,391
-28
-0.1% -$7.82K 1.37% 28
2024
Q3 		$6.68M Buy
24,419
+1,232
+5% +$358K 1.22% 31
2024
Q2 		$6.95M Sell
23,187
-425
-2% -$111K 1.34% 28
2024
Q1 		$6.84M Buy
23,612
+563
+2% +$141K 1.23% 30
2023
Q4 		$5.83M Sell
23,049
-109
-0.5% -$27.7K 1.08% 32
2023
Q3 		$6.14M Sell
23,158
-35
-0.2% -$9.1K 1.24% 29
2023
Q2 		$5.75M Sell
23,193
-200
-0.9% -$45.8K 1.17% 31
2023
Q1 		$5.35M Buy
23,393
+365
+2% +$74.1K 1.1% 33
2022
Q4 		$3.99M Buy
23,028
+177
+0.8% +$29.4K 0.94% 41
2022
Q3 		$3.39M Buy
22,851
+412
+2% +$87K 0.75% 42
2022
Q2 		$5.09M Buy
22,439
+1,945
+9% +$415K 1.01% 37
2022
Q1 		$5.93M Buy
20,494
+971
+5% +$228K 0.95% 41
2021
Q4 		$5.05M Buy
19,523
+1,150
+6% +$276K 1% 39
2021
Q3 		$4.03M Buy
18,373
+1,923
+12% +$522K 0.99% 40
2021
Q2 		$4.91M Buy
16,450
+470
+3% +$139K 1.12% 35
2021
Q1 		$4.54M Sell
15,980
-175
-1% -$45.1K 1.13% 33
2020
Q4 		$4.19M Sell
16,155
-9,580
-37% -$2.65M 1.11% 35
2020
Q3 		$6.47M Buy
25,735
+965
+4% +$193K 2% 17
2020
Q2 		$3.47M Sell
24,770
-150
-0.6% -$18.9K 1.1% 33
2020
Q1 		$3.02M Buy
+24,920
New +$3.51M 1.12% 32

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dorchester Wealth Management's FDX Position: Q4 2024 in Review

Dorchester Wealth Management reduced its FedEx (FDX) stake by 0.11% in Q4 2024, selling an estimated $7.82K and leaving 24,391 shares worth $6.86M. The position accounts for 1.37% of the portfolio, ranked #28.

Dorchester Wealth Management first reported a position in FDX in Q1 2020 and has held it in 20 quarters since. The position peaked at $6.95M in Q2 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Dorchester Wealth Management held 24,391 shares of FedEx worth $6.86M as of Q4 2024.
  • Dorchester Wealth Management sold 28 FedEx shares in Q4 2024, an estimated $7.82K.
  • FedEx made up 1.37% of Dorchester Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Dorchester Wealth Management first reported a position in FedEx in Q1 2020 and has held it in 20 quarters since.
  • Dorchester Wealth Management's FedEx position peaked at $6.95M in Q2 2024.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.