EGA
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E&G Advisors’s FedEx FDX Stock Holding History

E&G 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
2024
Q1 		– Sell
-1,500
Closed -$379K – 205
2023
Q4 		$379K Sell
1,500
-190
-11% -$48.3K 0.13% 130
2023
Q3 		$448K Sell
1,690
-200
-11% -$52K 0.16% 118
2023
Q2 		$469K Sell
1,890
-145
-7% -$33.2K 0.16% 118
2023
Q1 		$465K Hold
2,035
– – 0.17% 119
2022
Q4 		$352K Sell
2,035
-905
-31% -$150K 0.13% 142
2022
Q3 		$437K Sell
2,940
-340
-10% -$71.8K 0.16% 126
2022
Q2 		$744K Hold
3,280
– – 0.25% 81
2022
Q1 		$759K Buy
3,280
+300
+10% +$70.5K 0.21% 91
2021
Q4 		$771K Hold
2,980
– – 0.19% 100
2021
Q3 		$653K Buy
+2,980
New +$809K 0.18% 108
2021
Q2 		– Sell
-2,980
Closed -$884K – 87
2021
Q1 		$846K Hold
2,980
– – 0.25% 81
2020
Q4 		$774K Sell
2,980
-100
-3% -$27.7K 0.24% 78
2020
Q3 		$775K Hold
3,080
– – 0.27% 71
2020
Q2 		$432K Buy
3,080
+180
+6% +$22.6K 0.17% 106
2020
Q1 		$352K Sell
2,900
-100
-3% -$14.1K 0.17% 108
2019
Q4 		$454K Hold
3,000
– – 0.17% 121
2019
Q3 		$437K Hold
3,000
– – 0.18% 116
2019
Q2 		$493K Buy
3,000
+200
+7% +$35K 0.21% 106
2019
Q1 		$508K Sell
2,800
-600
-18% -$106K 0.22% 106
2018
Q4 		$549K Hold
3,400
– – 0.25% 113
2018
Q3 		$819K Buy
3,400
+200
+6% +$48.4K 0.31% 80
2018
Q2 		$727K Sell
3,200
-200
-6% -$49.5K 0.3% 85
2018
Q1 		$816K Buy
3,400
+400
+13% +$101K 0.35% 71
2017
Q4 		$749K Buy
3,000
+700
+30% +$160K 0.32% 69
2017
Q3 		$519K Buy
2,300
+1,100
+92% +$234K 0.23% 88
2017
Q2 		$261K Buy
+1,200
New +$237K 0.13% 139

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

E&G Advisors's FDX Position: Q1 2024 in Review

E&G Advisors sold out of FedEx (FDX) in Q1 2024, closing a stake of 1,500 shares — an estimated $379K sold.

E&G Advisors first reported a position in FDX in Q2 2017 and held it in 26 quarters. The position peaked at $846K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • E&G Advisors reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • E&G Advisors sold 1,500 FedEx shares in Q1 2024, an estimated $379K.
  • E&G Advisors first reported a position in FedEx in Q2 2017 and held it in 26 quarters.
  • E&G Advisors's FedEx position peaked at $846K in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on E&G Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.