GW
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GW & Wade’s FedEx FDX Stock Holding History

GW & Wade’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 		$2.78M Sell
10,986
-6,297
-36% -$1.6M 0.09% 142
2023
Q3 		$4.58M Buy
17,283
+45
+0.3% +$11.7K 0.17% 102
2023
Q2 		$4.27M Buy
17,238
+238
+1% +$54.5K 0.16% 107
2023
Q1 		$3.88M Sell
17,000
-329
-2% -$66.8K 0.15% 107
2022
Q4 		$3M Buy
17,329
+4
+0% +$665 0.12% 117
2022
Q3 		$2.57M Buy
17,325
+272
+2% +$57.4K 0.13% 113
2022
Q2 		$3.87M Buy
17,053
+32
+0.2% +$6.83K 0.18% 96
2022
Q1 		$3.94M Buy
17,021
+436
+3% +$102K 0.17% 91
2021
Q4 		$4.29M Buy
16,585
+638
+4% +$153K 0.19% 89
2021
Q3 		$3.5M Buy
15,947
+247
+2% +$67K 0.17% 96
2021
Q2 		$4.68M Buy
15,700
+90
+0.6% +$26.7K 0.23% 80
2021
Q1 		$4.43M Buy
15,610
+4,802
+44% +$1.24M 0.24% 77
2020
Q4 		$2.81M Buy
10,808
+4,342
+67% +$1.2M 0.17% 84
2020
Q3 		$1.63M Buy
6,466
+1,675
+35% +$335K 0.12% 88
2020
Q2 		$672K Buy
+4,791
New +$603K 0.06% 133
2018
Q4 		– Sell
-991
Closed -$239K – 225
2018
Q3 		$239K Buy
991
+1
+0.1% +$242 0.03% 214
2018
Q2 		$225K Buy
990
+125
+14% +$31K 0.03% 223
2018
Q1 		$208K Buy
+865
New +$219K 0.02% 220

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

GW & Wade's FDX Position: Q4 2023 in Review

GW & Wade reduced its FedEx (FDX) stake by 36% in Q4 2023, selling an estimated $1.6M and leaving 10,986 shares worth $2.78M. The position accounts for 0.09% of the portfolio, ranked #142.

GW & Wade first reported a position in FDX in Q1 2018 and has held it in 18 quarters since. The position peaked at $4.68M in Q2 2021. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • GW & Wade held 10,986 shares of FedEx worth $2.78M as of Q4 2023.
  • GW & Wade sold 6,297 FedEx shares in Q4 2023, an estimated $1.6M.
  • FedEx made up 0.09% of GW & Wade's portfolio in Q4 2023, its #142 holding.
  • GW & Wade first reported a position in FedEx in Q1 2018 and has held it in 18 quarters since.
  • GW & Wade's FedEx position peaked at $4.68M in Q2 2021.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.