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Institutional & Family Asset Management’s FedEx FDX Stock Holding History

Institutional & Family Asset 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
2023
Q3 		– Sell
-1
Closed -$248 – 733
2023
Q2 		$248 Buy
+1
New +$229 ﹤0.01% 721
2021
Q1 		– Sell
-347
Closed -$90K – 943
2020
Q4 		$90K Hold
347
– – 0.02% 259
2020
Q3 		$87K Buy
+347
New +$69.4K 0.02% 234
2018
Q4 		– Sell
-20
Closed -$5K – 840
2018
Q3 		$5K Hold
20
– – ﹤0.01% 614
2018
Q2 		$5K Buy
20
+2
+11% +$495 ﹤0.01% 609
2018
Q1 		$4K Buy
+18
New +$4.55K ﹤0.01% 618

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

Institutional & Family Asset Management's FDX Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of FedEx (FDX) in Q3 2023, closing a stake of 1 share — an estimated $248 sold.

Institutional & Family Asset Management first reported a position in FDX in Q1 2018 and held it in 6 quarters. The position peaked at $90K in Q4 2020. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1 FedEx share in Q3 2023, an estimated $248.
  • Institutional & Family Asset Management first reported a position in FedEx in Q1 2018 and held it in 6 quarters.
  • Institutional & Family Asset Management's FedEx position peaked at $90K in Q4 2020.
  • 1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.