Heritage Financial Services’s FedEx FDX Stock Holding History

Heritage Financial Services’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	-422	Closed	-$95K	–	206
2022 Q2	$95K	Buy	+422	New	+$90.1K	0.05%	116

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

Heritage Financial Services's FDX Position: Q3 2022 in Review

Heritage Financial Services sold out of FedEx (FDX) in Q3 2022, closing a stake of 422 shares — an estimated $95K sold.

Heritage Financial Services first reported a position in FDX in Q2 2022 and held it in 1 quarter. The position peaked at $95K in Q2 2022. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

Heritage Financial Services reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 422 FedEx shares in Q3 2022, an estimated $95K.
Heritage Financial Services first reported a position in FedEx in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's FedEx position peaked at $95K in Q2 2022.
1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.