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Elite Wealth Management’s FedEx FDX Stock Holding History

Elite 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
Q1 		– Sell
-1,261
Closed -$319K – 50
2023
Q4 		$319K Buy
1,261
+119
+10% +$30.2K 0.02% 35
2023
Q3 		$303K Sell
1,142
-10
-0.9% -$2.6K 0.02% 41
2023
Q2 		$286K Sell
1,152
-49
-4% -$11.2K 0.02% 42
2023
Q1 		$274K Buy
1,201
+3
+0.3% +$609 0.02% 49
2022
Q4 		$207K Buy
+1,198
New +$199K 0.02% 52
2022
Q3 		– Sell
-1,172
Closed -$266K – 50
2022
Q2 		$266K Hold
1,172
– – 0.04% 45
2022
Q1 		$271K Hold
1,172
– – 0.04% 49
2021
Q4 		$303K Sell
1,172
-32
-3% -$7.68K 0.04% 48
2021
Q3 		$264K Buy
1,204
+150
+14% +$40.7K 0.05% 58
2021
Q2 		$314 Hold
1,054
– – 0.03% 48
2021
Q1 		$299 Buy
1,054
+2
+0.2% +$515 0.04% 43
2020
Q4 		$273K Buy
+1,052
New +$291K 0.04% 44
2019
Q1 		– Sell
-3,191
Closed -$515K – 38
2018
Q4 		$515K Buy
3,191
+61
+2% +$12.9K 0.5% 35
2018
Q3 		$754K Buy
3,130
+15
+0.5% +$3.63K 0.16% 35
2018
Q2 		$707K Buy
3,115
+140
+5% +$34.7K 0.25% 35
2018
Q1 		$714K Buy
2,975
+223
+8% +$56.4K 0.59% 38
2017
Q4 		$687K Buy
+2,752
New +$629K 0.58% 39
2015
Q4 		– Sell
-5,016
Closed -$722K – 51
2015
Q3 		$722K Sell
5,016
-4,998
-50% -$798K 1.14% 37
2015
Q2 		$1.71M Buy
10,014
+2,457
+33% +$428K 1.77% 13
2015
Q1 		$1.25M Buy
7,557
+3,627
+92% +$630K 1.11% 34
2014
Q4 		$682K Buy
+3,930
New +$665K 0.65% 38
2014
Q1 		– Sell
-132
Closed -$19K – 447
2013
Q4 		$19K Buy
132
+32
+32% +$4.24K 0.01% 281
2013
Q3 		$11K Sell
100
-1,408
-93% -$152K 0.01% 296
2013
Q2 		$149K Buy
+1,508
New +$146K 0.22% 51

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

Elite Wealth Management's FDX Position: Q1 2024 in Review

Elite Wealth Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 1,261 shares — an estimated $319K sold.

Elite Wealth Management first reported a position in FDX in Q2 2013 and held it in 24 quarters. The position peaked at $1.71M in Q2 2015. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Elite Wealth Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Elite Wealth Management sold 1,261 FedEx shares in Q1 2024, an estimated $319K.
  • Elite Wealth Management first reported a position in FedEx in Q2 2013 and held it in 24 quarters.
  • Elite Wealth Management's FedEx position peaked at $1.71M in Q2 2015.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Elite Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.