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HeadInvest LLC’s FedEx FDX Stock Holding History

HeadInvest LLC’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
Q3 		– Sell
-724
Closed -$217K – 244
2024
Q2 		$217K Hold
724
– – 0.04% 215
2024
Q1 		$210K Buy
+724
New +$181K 0.04% 228
2023
Q4 		– Sell
-724
Closed -$192K – 380
2023
Q3 		$192K Buy
+724
New +$188K 0.04% 223
2022
Q2 		– Sell
-865
Closed -$200K – 219
2022
Q1 		$200K Sell
865
-15
-2% -$3.52K 0.04% 228
2021
Q4 		$228K Buy
+880
New +$211K 0.04% 220
2021
Q3 		– Sell
-1,362
Closed -$406K – 227
2021
Q2 		$406K Hold
1,362
– – 0.08% 160
2021
Q1 		$386K Sell
1,362
-108
-7% -$27.8K 0.08% 158
2020
Q4 		$382K Buy
1,470
+331
+29% +$91.7K 0.08% 154
2020
Q3 		$286K Buy
+1,139
New +$228K 0.08% 143
2020
Q1 		– Sell
-1,730
Closed -$262K – 175
2019
Q4 		$262K Buy
1,730
+1
+0.1% +$154 0.08% 169
2019
Q3 		$252K Sell
1,729
-38
-2% -$6.13K 0.08% 164
2019
Q2 		$290K Buy
1,767
+150
+9% +$26.3K 0.08% 146
2019
Q1 		$293K Sell
1,617
-1,443
-47% -$255K 0.08% 149
2018
Q4 		$494K Buy
3,060
+1,556
+103% +$329K 0.08% 151
2018
Q3 		$362K Buy
1,504
+145
+11% +$35.1K 0.1% 128
2018
Q2 		$308K Buy
1,359
+11
+0.8% +$2.73K 0.09% 133
2018
Q1 		$324K Sell
1,348
-25
-2% -$6.32K 0.1% 118
2017
Q4 		$343K Hold
1,373
– – 0.11% 115
2017
Q3 		$310K Buy
1,373
+1
+0.1% +$213 0.1% 122
2017
Q2 		$298K Buy
1,372
+1
+0.1% +$197 0.1% 126
2017
Q1 		$268K Hold
1,371
– – 0.09% 125
2016
Q4 		$255K Buy
+1,371
New +$252K 0.09% 122

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HeadInvest LLC's FDX Position: Q3 2024 in Review

HeadInvest LLC sold out of FedEx (FDX) in Q3 2024, closing a stake of 724 shares — an estimated $217K sold.

HeadInvest LLC first reported a position in FDX in Q4 2016 and held it in 22 quarters. The position peaked at $494K in Q4 2018. 1,724 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • HeadInvest LLC reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • HeadInvest LLC sold 724 FedEx shares in Q3 2024, an estimated $217K.
  • HeadInvest LLC first reported a position in FedEx in Q4 2016 and held it in 22 quarters.
  • HeadInvest LLC's FedEx position peaked at $494K in Q4 2018.
  • 1,724 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on HeadInvest LLC's 13F filing for Q3 2024, filed 15 Nov 2024.