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Fortem Financial Group’s FedEx FDX Stock Holding History

Fortem Financial Group’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
Q4 		– Sell
-1,157
Closed -$307K – 165
2023
Q3 		$307K Sell
1,157
-2,523
-69% -$656K 0.18% 129
2023
Q2 		$912K Sell
3,680
-221
-6% -$50.6K 0.54% 61
2023
Q1 		$891K Buy
3,901
+1,125
+41% +$228K 0.58% 59
2022
Q4 		$481K Sell
2,776
-51
-2% -$8.47K 0.28% 101
2022
Q3 		$420K Sell
2,827
-170
-6% -$35.9K 0.29% 100
2022
Q2 		$679K Buy
+2,997
New +$640K 0.44% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortem Financial Group's FDX Position: Q4 2023 in Review

Fortem Financial Group sold out of FedEx (FDX) in Q4 2023, closing a stake of 1,157 shares — an estimated $307K sold.

Fortem Financial Group first reported a position in FDX in Q2 2022 and held it in 6 quarters. The position peaked at $912K in Q2 2023. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Fortem Financial Group reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
  • Fortem Financial Group sold 1,157 FedEx shares in Q4 2023, an estimated $307K.
  • Fortem Financial Group first reported a position in FedEx in Q2 2022 and held it in 6 quarters.
  • Fortem Financial Group's FedEx position peaked at $912K in Q2 2023.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Fortem Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.