Eagle Ridge Investment Management’s FedEx FDX Stock Holding History

Eagle Ridge Investment 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 Q2	–	Sell	-1,005	Closed	-$291K	–	141
2024 Q1	$291K	Hold	1,005	–	–	0.03%	127
2023 Q4	$254K	Hold	1,005	–	–	0.02%	131
2023 Q3	$266K	Hold	1,005	–	–	0.03%	130
2023 Q2	$249K	Hold	1,005	–	–	0.03%	138
2023 Q1	$230K	Buy	+1,005	New	+$204K	0.03%	144
2016 Q2	–	Sell	-34,730	Closed	-$5.65M	–	129
2016 Q1	$5.65M	Buy	34,730 +1,396	+4%	+$194K	1.32%	31
2015 Q4	$4.97M	Buy	33,334 +1,151	+4%	+$178K	1.19%	36
2015 Q3	$4.63M	Buy	+32,183	New	+$5.14M	1.19%	39

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eagle Ridge Investment Management's FDX Position: Q2 2024 in Review

Eagle Ridge Investment Management sold out of FedEx (FDX) in Q2 2024, closing a stake of 1,005 shares — an estimated $291K sold.

Eagle Ridge Investment Management first reported a position in FDX in Q3 2015 and held it in 8 quarters. The position peaked at $5.65M in Q1 2016. 1,786 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

Eagle Ridge Investment Management reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
Eagle Ridge Investment Management sold 1,005 FedEx shares in Q2 2024, an estimated $291K.
Eagle Ridge Investment Management first reported a position in FedEx in Q3 2015 and held it in 8 quarters.
Eagle Ridge Investment Management's FedEx position peaked at $5.65M in Q1 2016.
1,786 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2024, filed 24 Jul 2024.