EAM
FDX icon

EFG Asset Management’s FedEx FDX Stock Holding History

EFG Asset 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
Q3 		– Sell
-4,027
Closed -$1.21M – 198
2024
Q2 		$1.21M Sell
4,027
-2,647
-40% -$692K 0.21% 170
2024
Q1 		$1.93M Sell
6,674
-946
-12% -$237K 0.33% 127
2023
Q4 		$1.93M Buy
7,620
+4,831
+173% +$1.23M 0.37% 105
2023
Q3 		$739K Sell
2,789
-799
-22% -$208K 0.18% 167
2023
Q2 		$889K Sell
3,588
-1,692
-32% -$387K 0.19% 165
2023
Q1 		$1.21M Sell
5,280
-2,140
-29% -$434K 0.27% 135
2022
Q4 		$1.3M Sell
7,420
-144
-2% -$23.9K 0.29% 121
2022
Q3 		$1.12M Buy
7,564
+5,076
+204% +$1.07M 0.26% 129
2022
Q2 		$564K Sell
2,488
-2,268
-48% -$484K 0.12% 175
2022
Q1 		$1.1M Sell
4,756
-2,950
-38% -$693K 0.16% 163
2021
Q4 		$1.99M Buy
+7,706
New +$1.85M 0.26% 113

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EFG Asset Management's FDX Position: Q3 2024 in Review

EFG Asset Management sold out of FedEx (FDX) in Q3 2024, closing a stake of 4,027 shares — an estimated $1.21M sold.

EFG Asset Management first reported a position in FDX in Q4 2021 and held it in 11 quarters. The position peaked at $1.99M in Q4 2021. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • EFG Asset Management reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • EFG Asset Management sold 4,027 FedEx shares in Q3 2024, an estimated $1.21M.
  • EFG Asset Management first reported a position in FedEx in Q4 2021 and held it in 11 quarters.
  • EFG Asset Management's FedEx position peaked at $1.99M in Q4 2021.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on EFG Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.