IA
FDX icon

Insight Advisors’s FedEx FDX Stock Holding History

Insight 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
2023
Q3 		– Sell
-877
Closed -$217K – 284
2023
Q2 		$217K Buy
+877
New +$201K 0.05% 261
2023
Q1 		– Sell
-3,955
Closed -$694K – 313
2022
Q4 		$694K Buy
3,955
+807
+26% +$134K 0.24% 108
2022
Q3 		$467K Buy
3,148
+1,925
+157% +$406K 0.18% 142
2022
Q2 		$286K Buy
1,223
+1
+0.1% +$213 0.1% 234
2022
Q1 		$282K Buy
1,222
+292
+31% +$68.6K 0.08% 256
2021
Q4 		$241K Sell
930
-61
-6% -$14.6K 0.07% 276
2021
Q3 		$243K Buy
991
+44
+5% +$11.9K 0.07% 275
2021
Q2 		$261K Sell
947
-399
-30% -$118K 0.08% 264
2021
Q1 		$396K Buy
1,346
+148
+12% +$38.1K 0.13% 210
2020
Q4 		$311K Buy
+1,198
New +$332K 0.12% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Advisors's FDX Position: Q3 2023 in Review

Insight Advisors sold out of FedEx (FDX) in Q3 2023, closing a stake of 877 shares — an estimated $217K sold.

Insight Advisors first reported a position in FDX in Q4 2020 and held it in 10 quarters. The position peaked at $694K in Q4 2022. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • Insight Advisors reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
  • Insight Advisors sold 877 FedEx shares in Q3 2023, an estimated $217K.
  • Insight Advisors first reported a position in FedEx in Q4 2020 and held it in 10 quarters.
  • Insight Advisors's FedEx position peaked at $694K in Q4 2022.
  • 1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Insight Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.