Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$306K Hold
1,083
0.02% 197
2024
Q3
$298K Sell
1,083
-564
-34% -$164K 0.02% 206
2024
Q2
$496K Hold
1,647
0.04% 143
2024
Q1
$479K Buy
1,647
+17
+1% +$4.25K 0.04% 152
2023
Q4
$414K Hold
1,630
0.04% 159
2023
Q3
$434K Hold
1,630
0.05% 136
2023
Q2
$406K Buy
+1,630
New +$373K 0.05% 153
2022
Q2
Sell
-874
Closed -$203K 145
2022
Q1
$203K Buy
+874
New +$205K 0.04% 167

Other funds holding FDX

Geller Advisors's FDX Position: Q4 2024 in Review

Geller Advisors held its FedEx (FDX) position steady in Q4 2024 at 1,083 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #197.

Geller Advisors first reported a position in FDX in Q1 2022 and has held it in 8 quarters since. The position peaked at $496K in Q2 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Geller Advisors held 1,083 shares of FedEx worth $306K as of Q4 2024.
  • Geller Advisors left its FedEx share count unchanged in Q4 2024.
  • FedEx made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #197 holding.
  • Geller Advisors first reported a position in FedEx in Q1 2022 and has held it in 8 quarters since.
  • Geller Advisors's FedEx position peaked at $496K in Q2 2024.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.