HVIA
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Hudson Valley Investment Advisors’s FedEx FDX Stock Holding History

Hudson Valley Investment 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
Q3 		– Sell
-17,760
Closed -$4.03M – 219
2022
Q2 		$4.03M Sell
17,760
-688
-4% -$147K 0.63% 48
2022
Q1 		$4.27M Sell
18,448
-583
-3% -$137K 0.57% 54
2021
Q4 		$4.92M Buy
19,031
+887
+5% +$213K 0.77% 41
2021
Q3 		$3.98M Buy
18,144
+1,079
+6% +$293K 0.68% 44
2021
Q2 		$5.09M Buy
17,065
+709
+4% +$210K 0.88% 35
2021
Q1 		$4.65M Buy
16,356
+1,347
+9% +$347K 0.83% 38
2020
Q4 		$3.9M Buy
15,009
+1,665
+12% +$461K 0.74% 44
2020
Q3 		$3.36M Buy
13,344
+3,263
+32% +$653K 0.72% 46
2020
Q2 		$1.41M Buy
10,081
+353
+4% +$44.4K 0.33% 74
2020
Q1 		$1.18M Buy
9,728
+370
+4% +$52.1K 0.33% 71
2019
Q4 		$1.42M Sell
9,358
-902
-9% -$139K 0.3% 74
2019
Q3 		$1.49M Sell
10,260
-855
-8% -$138K 0.35% 70
2019
Q2 		$1.82M Buy
11,115
+247
+2% +$43.2K 0.42% 62
2019
Q1 		$1.97M Sell
10,868
-1,215
-10% -$215K 0.48% 58
2018
Q4 		$1.95M Sell
12,083
-2,915
-19% -$617K 0.45% 63
2018
Q3 		$3.61M Buy
14,998
+82
+0.5% +$19.9K 0.84% 38
2018
Q2 		$3.39M Buy
14,916
+1,175
+9% +$291K 0.83% 38
2018
Q1 		$3.3M Buy
13,741
+1,816
+15% +$459K 0.83% 38
2017
Q4 		$2.98M Buy
11,925
+485
+4% +$111K 0.74% 42
2017
Q3 		$2.58M Buy
11,440
+580
+5% +$123K 0.67% 51
2017
Q2 		$2.36M Buy
10,860
+2,283
+27% +$451K 0.65% 55
2017
Q1 		$1.67M Buy
8,577
+1,838
+27% +$351K 0.47% 65
2016
Q4 		$1.25M Buy
6,739
+1,835
+37% +$337K 0.37% 73
2016
Q3 		$857K Sell
4,904
-481
-9% -$78.8K 0.27% 84
2016
Q2 		$817K Sell
5,385
-740
-12% -$120K 0.26% 84
2016
Q1 		$997K Buy
6,125
+120
+2% +$16.7K 0.32% 77
2015
Q4 		$895K Buy
6,005
+1,025
+21% +$159K 0.28% 83
2015
Q3 		$717K Buy
4,980
+1,371
+38% +$219K 0.23% 88
2015
Q2 		$615K Buy
+3,609
New +$628K 0.19% 91

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Hudson Valley Investment Advisors's FDX Position: Q3 2022 in Review

Hudson Valley Investment Advisors sold out of FedEx (FDX) in Q3 2022, closing a stake of 17,760 shares — an estimated $4.03M sold.

Hudson Valley Investment Advisors first reported a position in FDX in Q2 2015 and held it in 29 quarters. The position peaked at $5.09M in Q2 2021. 1,465 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

  • Hudson Valley Investment Advisors reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 17,760 FedEx shares in Q3 2022, an estimated $4.03M.
  • Hudson Valley Investment Advisors first reported a position in FedEx in Q2 2015 and held it in 29 quarters.
  • Hudson Valley Investment Advisors's FedEx position peaked at $5.09M in Q2 2021.
  • 1,465 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.