Heritage Investment Group’s FedEx FDX Stock Holding History

Heritage Investment Group’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 Q1	–	Sell	-800	Closed	-$202K	–	104
2023 Q4	$202K	Buy	+800	New	+$203K	0.05%	96

Other funds holding FDX

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Heritage Investment Group's FDX Position: Q1 2024 in Review

Heritage Investment Group sold out of FedEx (FDX) in Q1 2024, closing a stake of 800 shares — an estimated $202K sold.

Heritage Investment Group first reported a position in FDX in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 1,747 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

Heritage Investment Group reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
Heritage Investment Group sold 800 FedEx shares in Q1 2024, an estimated $202K.
Heritage Investment Group first reported a position in FedEx in Q4 2023 and held it in 1 quarter.
Heritage Investment Group's FedEx position peaked at $202K in Q4 2023.
1,747 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Heritage Investment Group's 13F filing for Q1 2024, filed 2 May 2024.