Dowling & Yahnke’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.14M | Buy |
14,424
+278
| +2% | +$58.7K | 0.1% | 168 |
|
|
2022
Q2 | $3.21M | Buy |
14,146
+71
| +0.5% | +$15.2K | 0.15% | 137 |
|
|
2022
Q1 | $3.26M | Buy |
14,075
+365
| +3% | +$85.8K | 0.14% | 142 |
|
|
2021
Q4 | $3.55M | Sell |
13,710
-220
| -2% | -$52.8K | 0.17% | 135 |
|
|
2021
Q3 | $3.06M | Sell |
13,930
-94
| -0.7% | -$25.5K | 0.17% | 142 |
|
|
2021
Q2 | $4.18M | Buy |
14,024
+382
| +3% | +$113K | 0.24% | 112 |
|
|
2021
Q1 | $3.88M | Buy |
13,642
+101
| +0.7% | +$26K | 0.26% | 106 |
|
|
2020
Q4 | $3.52M | Sell |
13,541
-115
| -0.8% | -$31.9K | 0.25% | 109 |
|
|
2020
Q3 | $3.44M | Sell |
13,656
-180
| -1% | -$36K | 0.28% | 102 |
|
|
2020
Q2 | $1.94M | Buy |
13,836
+1,124
| +9% | +$141K | 0.16% | 142 |
|
|
2020
Q1 | $1.54M | Sell |
12,712
-639
| -5% | -$89.9K | 0.15% | 150 |
|
|
2019
Q4 | $2.02M | Sell |
13,351
-370
| -3% | -$57K | 0.16% | 144 |
|
|
2019
Q3 | $2M | Sell |
13,721
-666
| -5% | -$107K | 0.17% | 141 |
|
|
2019
Q2 | $2.36M | Sell |
14,387
-1,271
| -8% | -$223K | 0.2% | 131 |
|
|
2019
Q1 | $2.84M | Sell |
15,658
-885
| -5% | -$156K | 0.27% | 102 |
|
|
2018
Q4 | $3.79M | Buy |
16,543
+385
| +2% | +$81.4K | 0.39% | 76 |
|
|
2018
Q3 | $3.89M | Sell |
16,158
-275
| -2% | -$66.6K | 0.34% | 92 |
|
|
2018
Q2 | $3.73M | Sell |
16,433
-250
| -1% | -$61.9K | 0.35% | 92 |
|
|
2018
Q1 | $4.01M | Buy |
16,683
+2
| +0% | +$506 | 0.38% | 85 |
|
|
2017
Q4 | $4.16M | Sell |
16,681
-30
| -0.2% | -$6.86K | 0.38% | 83 |
|
|
2017
Q3 | $3.77M | Sell |
16,711
-246
| -1% | -$52.4K | 0.38% | 88 |
|
|
2017
Q2 | $3.69M | Sell |
16,957
-293
| -2% | -$57.8K | 0.39% | 86 |
|
|
2017
Q1 | $3.37M | Sell |
17,250
-1,100
| -6% | -$210K | 0.36% | 92 |
|
|
2016
Q4 | $3.42M | Buy |
18,350
+367
| +2% | +$67.4K | 0.38% | 88 |
|
|
2016
Q3 | $3.14M | Sell |
17,983
-680
| -4% | -$111K | 0.37% | 91 |
|
|
2016
Q2 | $2.83M | Buy |
18,663
+389
| +2% | +$63.1K | 0.34% | 99 |
|
|
2016
Q1 | $2.97M | Buy |
18,274
+721
| +4% | +$100K | 0.37% | 91 |
|
|
2015
Q4 | $2.62M | Sell |
17,553
-885
| -5% | -$137K | 0.33% | 97 |
|
|
2015
Q3 | $2.65M | Sell |
18,438
-275
| -1% | -$43.9K | 0.36% | 93 |
|
|
2015
Q2 | $3.19M | Sell |
18,713
-133
| -0.7% | -$23.1K | 0.4% | 82 |
|
|
2015
Q1 | $3.12M | Sell |
18,846
-745
| -4% | -$129K | 0.39% | 82 |
|
|
2014
Q4 | $3.4M | Sell |
19,591
-107
| -0.5% | -$18.1K | 0.42% | 81 |
|
|
2014
Q3 | $3.18M | Sell |
19,698
-158
| -0.8% | -$24K | 0.42% | 82 |
|
|
2014
Q2 | $3.01M | Sell |
19,856
-779
| -4% | -$109K | 0.39% | 87 |
|
|
2014
Q1 | $2.73M | Buy |
20,635
+757
| +4% | +$103K | 0.36% | 92 |
|
|
2013
Q4 | $2.86M | Sell |
19,878
-138
| -0.7% | -$18.3K | 0.4% | 83 |
|
|
2013
Q3 | $2.28M | Buy |
20,016
+81
| +0.4% | +$8.74K | 0.36% | 95 |
|
|
2013
Q2 | $1.97M | Buy |
+19,935
| New | +$1.94M | 0.33% | 97 |
|
Other funds holding FDX
Dowling & Yahnke's FDX Position: Q3 2022 in Review
Dowling & Yahnke increased its FedEx (FDX) stake by 2% in Q3 2022, buying an estimated $58.7K and bringing the position to 14,424 shares worth $2.14M. The position accounts for 0.1% of the portfolio, ranked #168.
Dowling & Yahnke first reported a position in FDX in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.18M in Q2 2021. 1,465 funds tracked by Wall St. Rank hold FDX as of Q3 2022.
- Dowling & Yahnke held 14,424 shares of FedEx worth $2.14M as of Q3 2022.
- Dowling & Yahnke bought 278 FedEx shares in Q3 2022, an estimated $58.7K.
- FedEx made up 0.1% of Dowling & Yahnke's portfolio in Q3 2022, its #168 holding.
- Dowling & Yahnke first reported a position in FedEx in Q2 2013 and has held it in 38 quarters since.
- Dowling & Yahnke's FedEx position peaked at $4.18M in Q2 2021.
- 1,465 funds tracked by Wall St. Rank held FedEx as of Q3 2022.
Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.