FormulaFolio Investments’s FedEx FDX Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-28,369	Closed	-$7.37M	–	571
2020 Q4	$7.37M	Buy	28,369 +26,793	+1,700%	+$7.42M	0.15%	110
2020 Q3	$396K	Buy	+1,576	New	+$315K	0.02%	221
2019 Q1	–	Sell	-5,900	Closed	-$1.42M	–	346
2018 Q4	$1.42M	Sell	5,900 -26	-0.4%	-$5.5K	0.06%	105
2018 Q3	$1.43M	Sell	5,926 -275	-4%	-$66.6K	0.06%	105
2018 Q2	$1.41M	Buy	6,201 +1,335	+27%	+$331K	0.07%	98
2018 Q1	$1.17M	Buy	+4,866	New	+$1.23M	0.07%	87
2015 Q2	–	Sell	-4,907	Closed	-$812K	–	122
2015 Q1	$812K	Buy	4,907 +1,860	+61%	+$323K	0.25%	31
2014 Q4	$529K	Buy	+3,047	New	+$515K	0.2%	29

Other funds holding FDX

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FormulaFolio Investments's FDX Position: Q1 2021 in Review

FormulaFolio Investments sold out of FedEx (FDX) in Q1 2021, closing a stake of 28,369 shares — an estimated $7.37M sold.

FormulaFolio Investments first reported a position in FDX in Q4 2014 and held it in 8 quarters. The position peaked at $7.37M in Q4 2020. 1,593 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

FormulaFolio Investments reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 28,369 FedEx shares in Q1 2021, an estimated $7.37M.
FormulaFolio Investments first reported a position in FedEx in Q4 2014 and held it in 8 quarters.
FormulaFolio Investments's FedEx position peaked at $7.37M in Q4 2020.
1,593 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.