Halpern Financial’s FedEx FDX Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-5	Closed	-$1.13K	–	249
2022 Q2	$1.13K	Buy	+5	New	+$1.07K	﹤0.01%	283
2021 Q3	–	Sell	-7	Closed	-$2.09K	–	266
2021 Q2	$2.09K	Hold	7	–	–	﹤0.01%	216
2021 Q1	$1.99K	Buy	+7	New	+$1.8K	﹤0.01%	221
2020 Q1	–	Sell	-20	Closed	-$3.02K	–	171
2019 Q4	$3.02K	Buy	+20	New	+$3.08K	﹤0.01%	164

Other funds holding FDX

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Halpern Financial's FDX Position: Q3 2022 in Review

Halpern Financial sold out of FedEx (FDX) in Q3 2022, closing a stake of 5 shares — an estimated $1.13K sold.

Halpern Financial first reported a position in FDX in Q4 2019 and held it in 4 quarters. The position peaked at $3.02K in Q4 2019. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

Halpern Financial reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 5 FedEx shares in Q3 2022, an estimated $1.13K.
Halpern Financial first reported a position in FedEx in Q4 2019 and held it in 4 quarters.
Halpern Financial's FedEx position peaked at $3.02K in Q4 2019.
1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.