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Fernwood Investment Management’s FedEx FDX Stock Holding History

Fernwood 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
-199
Closed -$57.7K – 365
2024
Q1 		$57.7K Buy
+199
New +$49.8K 0.02% 328

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Dodge & Cox
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fernwood Investment Management's FDX Position: Q2 2024 in Review

Fernwood Investment Management sold out of FedEx (FDX) in Q2 2024, closing a stake of 199 shares — an estimated $57.7K sold.

Fernwood Investment Management first reported a position in FDX in Q1 2024 and held it in 1 quarter. The position peaked at $57.7K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • Fernwood Investment Management reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 199 FedEx shares in Q2 2024, an estimated $57.7K.
  • Fernwood Investment Management first reported a position in FedEx in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's FedEx position peaked at $57.7K in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.