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Fulcrum Equity Management’s FedEx FDX Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-759
Closed -$208K – 127
2024
Q3 		$208K Buy
759
+21
+3% +$6.1K 0.18% 130
2024
Q2 		$221K Sell
738
-62
-8% -$16.2K 0.2% 123
2024
Q1 		$232K Buy
+800
New +$200K 0.27% 103
2021
Q1 		– Sell
-1,109
Closed -$288K – 181
2020
Q4 		$288K Buy
+1,109
New +$307K 0.11% 133

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fulcrum Equity Management's FDX Position: Q4 2024 in Review

Fulcrum Equity Management sold out of FedEx (FDX) in Q4 2024, closing a stake of 759 shares — an estimated $208K sold.

Fulcrum Equity Management first reported a position in FDX in Q4 2020 and held it in 4 quarters. The position peaked at $288K in Q4 2020. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Fulcrum Equity Management reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 759 FedEx shares in Q4 2024, an estimated $208K.
  • Fulcrum Equity Management first reported a position in FedEx in Q4 2020 and held it in 4 quarters.
  • Fulcrum Equity Management's FedEx position peaked at $288K in Q4 2020.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.