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Hotaling Investment Management’s FedEx FDX Stock Holding History

Hotaling Investment Management’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
2021
Q4 		– Sell
-5,197
Closed -$1.14M – 135
2021
Q3 		$1.14M Buy
5,197
+115
+2% +$31.2K 0.47% 64
2021
Q2 		$1.52M Buy
+5,082
New +$1.51M 0.62% 61

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotaling Investment Management's FDX Position: Q4 2021 in Review

Hotaling Investment Management sold out of FedEx (FDX) in Q4 2021, closing a stake of 5,197 shares — an estimated $1.14M sold.

Hotaling Investment Management first reported a position in FDX in Q2 2021 and held it in 2 quarters. The position peaked at $1.52M in Q2 2021. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Hotaling Investment Management reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
  • Hotaling Investment Management sold 5,197 FedEx shares in Q4 2021, an estimated $1.14M.
  • Hotaling Investment Management first reported a position in FedEx in Q2 2021 and held it in 2 quarters.
  • Hotaling Investment Management's FedEx position peaked at $1.52M in Q2 2021.
  • 1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Hotaling Investment Management's 13F filing for Q4 2021, filed 24 Jan 2022.