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FMA Advisory’s FedEx FDX Stock Holding History

FMA Advisory’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
2021
Q3 		$1.89M Buy
8,633
+480
+6% +$130K 0.71% 51
2021
Q2 		$2.43M Sell
8,153
-111
-1% -$32.9K 0.9% 41
2021
Q1 		$2.35M Buy
8,264
+40
+0.5% +$10.3K 0.72% 50
2020
Q4 		$2.13M Buy
8,224
+171
+2% +$47.4K 0.71% 47
2020
Q3 		$2.02M Buy
8,053
+1,501
+23% +$300K 0.81% 45
2020
Q2 		$919K Buy
6,552
+98
+2% +$12.3K 0.41% 73
2020
Q1 		$783K Sell
6,454
-536
-8% -$75.5K 0.43% 69
2019
Q4 		$1.06M Buy
6,990
+503
+8% +$77.5K 0.42% 73
2019
Q3 		$944K Sell
6,487
-508
-7% -$81.9K 0.41% 74
2019
Q2 		$1.15M Buy
6,995
+3,915
+127% +$685K 0.51% 65
2019
Q1 		$559K Buy
3,080
+81
+3% +$14.3K 0.26% 108
2018
Q4 		$484K Sell
2,999
-79
-3% -$16.7K 0.25% 104
2018
Q3 		$741K Sell
3,078
-7
-0.2% -$1.7K 0.33% 86
2018
Q2 		$701K Buy
3,085
+3
+0.1% +$743 0.33% 86
2018
Q1 		$740K Buy
3,082
+28
+0.9% +$7.08K 0.36% 80
2017
Q4 		$762K Buy
3,054
+156
+5% +$35.7K 0.36% 85
2017
Q3 		$653K Buy
2,898
+34
+1% +$7.24K 0.38% 78
2017
Q2 		$622 Sell
2,864
-155
-5% -$30.6K 0.32% 71
2017
Q1 		$589K Buy
+3,019
New +$577K 0.3% 89
2015
Q2 		$516K Buy
+3,027
New +$527K 0.32% 77
2013
Q4 		– Sell
-5,025
Closed -$573K – 137
2013
Q3 		$573K Sell
5,025
-39
-0.8% -$4.21K 0.23% 114
2013
Q2 		$499K Buy
+5,064
New +$492K 0.21% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMA Advisory's FDX Position: Q3 2021 in Review

FMA Advisory increased its FedEx (FDX) stake by 5.9% in Q3 2021, buying an estimated $130K and bringing the position to 8,633 shares worth $1.89M. The position accounts for 0.71% of the portfolio, ranked #51.

FMA Advisory first reported a position in FDX in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.43M in Q2 2021. 1,515 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

  • FMA Advisory held 8,633 shares of FedEx worth $1.89M as of Q3 2021.
  • FMA Advisory bought 480 FedEx shares in Q3 2021, an estimated $130K.
  • FedEx made up 0.71% of FMA Advisory's portfolio in Q3 2021, its #51 holding.
  • FMA Advisory first reported a position in FedEx in Q2 2013 and has held it in 22 quarters since.
  • FMA Advisory's FedEx position peaked at $2.43M in Q2 2021.
  • 1,515 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.