Ellevest Inc’s FedEx FDX Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-101	Closed	-$23.1K	–	788
2023 Q1	$23.1K	Hold	101	–	–	﹤0.01%	815
2022 Q4	$17.5K	Hold	101	–	–	﹤0.01%	884
2022 Q3	$15K	Hold	101	–	–	﹤0.01%	894
2022 Q2	$23K	Hold	101	–	–	﹤0.01%	727
2022 Q1	$23K	Hold	101	–	–	﹤0.01%	706
2021 Q4	$26K	Hold	101	–	–	﹤0.01%	660
2021 Q3	$22K	Hold	101	–	–	﹤0.01%	646
2021 Q2	$30K	Hold	101	–	–	﹤0.01%	565
2021 Q1	$29K	Sell	101 -170	-63%	-$43.8K	﹤0.01%	584
2020 Q4	$70K	Buy	271 +170	+168%	+$47.1K	0.01%	387
2020 Q3	$25K	Hold	101	–	–	﹤0.01%	485
2020 Q2	$14K	Sell	101 -199	-66%	-$25K	﹤0.01%	545
2020 Q1	$36K	Sell	300 -15	-5%	-$2.11K	0.01%	299
2019 Q4	$48K	Buy	315 +100	+47%	+$15.4K	0.01%	202
2019 Q3	$31K	Buy	215 +15	+8%	+$2.42K	0.01%	155
2019 Q2	$33K	Hold	200	–	–	0.01%	157
2019 Q1	$36K	Hold	200	–	–	0.02%	107
2018 Q4	$32K	Buy	+200	New	+$42.3K	0.02%	212

Other funds holding FDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ellevest Inc's FDX Position: Q2 2023 in Review

Ellevest Inc sold out of FedEx (FDX) in Q2 2023, closing a stake of 101 shares — an estimated $23.1K sold.

Ellevest Inc first reported a position in FDX in Q4 2018 and held it in 18 quarters. The position peaked at $70K in Q4 2020. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

Ellevest Inc reported no remaining FedEx position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 101 FedEx shares in Q2 2023, an estimated $23.1K.
Ellevest Inc first reported a position in FedEx in Q4 2018 and held it in 18 quarters.
Ellevest Inc's FedEx position peaked at $70K in Q4 2020.
1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.