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First Foundation Advisors’s FedEx FDX Stock Holding History

First Foundation Advisors’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
-261
Closed -$78.3K – 386
2024
Q2 		$78.3K Hold
261
– – ﹤0.01% 384
2024
Q1 		$75.7K Sell
261
-137
-34% -$34.3K ﹤0.01% 391
2023
Q4 		$101K Sell
398
-1,001
-72% -$254K ﹤0.01% 381
2023
Q3 		$371K Buy
1,399
+21
+2% +$5.46K 0.02% 287
2023
Q2 		$342K Buy
1,378
+312
+29% +$71.4K 0.01% 292
2023
Q1 		$244K Buy
+1,066
New +$216K 0.01% 330
2021
Q3 		– Sell
-688
Closed -$205K – 449
2021
Q2 		$205K Buy
+688
New +$204K 0.01% 430
2018
Q4 		– Sell
-963
Closed -$232K – 386
2018
Q3 		$232K Sell
963
-91
-9% -$22K 0.01% 317
2018
Q2 		$239K Buy
1,054
+14
+1% +$3.47K 0.01% 294
2018
Q1 		$250K Buy
1,040
+63
+6% +$15.9K 0.01% 281
2017
Q4 		$244K Buy
+977
New +$223K 0.01% 293
2016
Q3 		– Sell
-3,896
Closed -$591K – 300
2016
Q2 		$591K Sell
3,896
-500
-11% -$81.1K 0.04% 176
2016
Q1 		$715K Buy
4,396
+480
+12% +$66.8K 0.05% 142
2015
Q4 		$583K Buy
+3,916
New +$606K 0.04% 168

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

First Foundation Advisors's FDX Position: Q3 2024 in Review

First Foundation Advisors sold out of FedEx (FDX) in Q3 2024, closing a stake of 261 shares — an estimated $78.3K sold.

First Foundation Advisors first reported a position in FDX in Q4 2015 and held it in 14 quarters. The position peaked at $715K in Q1 2016. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • First Foundation Advisors reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 261 FedEx shares in Q3 2024, an estimated $78.3K.
  • First Foundation Advisors first reported a position in FedEx in Q4 2015 and held it in 14 quarters.
  • First Foundation Advisors's FedEx position peaked at $715K in Q1 2016.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.