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HC Financial Advisors’s FedEx FDX Stock Holding History

HC Financial Advisors’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
Q2 		$2.41M Sell
10,629
-95
-0.9% -$20.3K 1.61% 22
2022
Q1 		$2.48M Sell
10,724
-575
-5% -$135K 1.48% 24
2021
Q4 		$2.92M Buy
11,299
+193
+2% +$46.3K 1.62% 18
2021
Q3 		$2.44M Buy
11,106
+362
+3% +$98.2K 1.46% 25
2021
Q2 		$3.21M Sell
10,744
-572
-5% -$170K 1.87% 14
2021
Q1 		$3.21M Sell
11,316
-171
-1% -$44K 1.96% 14
2020
Q4 		$2.98M Sell
11,487
-431
-4% -$119K 1.91% 12
2020
Q3 		$3M Sell
11,918
-257
-2% -$51.4K 2.15% 8
2020
Q2 		$1.71M Sell
12,175
-338
-3% -$42.5K 1.33% 28
2020
Q1 		$1.52M Buy
12,513
+2,350
+23% +$331K 1.36% 26
2019
Q4 		$1.54M Sell
10,163
-1,111
-10% -$171K 1.21% 36
2019
Q3 		$1.64M Buy
11,274
+1,192
+12% +$192K 1.41% 31
2019
Q2 		$1.66M Buy
+10,082
New +$1.77M 1.65% 30
2018
Q4 		– Sell
-8,333
Closed -$2.01M – 32
2018
Q3 		$2.01M Buy
8,333
+464
+6% +$112K 1.78% 21
2018
Q2 		$1.79M Sell
7,869
-325
-4% -$80.5K 1.74% 23
2018
Q1 		$1.97M Sell
8,194
-234
-3% -$59.2K 1.94% 18
2017
Q4 		$2.1M Buy
+8,428
New +$1.93M 2.03% 18

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HC Financial Advisors's FDX Position: Q2 2022 in Review

HC Financial Advisors reduced its FedEx (FDX) stake by 0.89% in Q2 2022, selling an estimated $20.3K and leaving 10,629 shares worth $2.41M. The position accounts for 1.61% of the portfolio, ranked #22.

HC Financial Advisors first reported a position in FDX in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.21M in Q1 2021. 1,645 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • HC Financial Advisors held 10,629 shares of FedEx worth $2.41M as of Q2 2022.
  • HC Financial Advisors sold 95 FedEx shares in Q2 2022, an estimated $20.3K.
  • FedEx made up 1.61% of HC Financial Advisors's portfolio in Q2 2022, its #22 holding.
  • HC Financial Advisors first reported a position in FedEx in Q4 2017 and has held it in 17 quarters since.
  • HC Financial Advisors's FedEx position peaked at $3.21M in Q1 2021.
  • 1,645 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.