Intersect Capital’s FedEx FDX Stock Holding History

Intersect Capital’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 Q2	$342K	Sell	1,510 -660	-30%	-$141K	0.1%	208
2022 Q1	$502K	Buy	2,170 +2	+0.1%	+$470	0.1%	194
2021 Q4	$561K	Sell	2,168 -2,290	-51%	-$550K	0.1%	177
2021 Q3	$977K	Sell	4,458 -19	-0.4%	-$5.16K	0.17%	105
2021 Q2	$1.34M	Buy	4,477 +2,028	+83%	+$602K	0.24%	83
2021 Q1	$696K	Sell	2,449 -26	-1%	-$6.7K	0.14%	123
2020 Q4	$643K	Buy	2,475 +379	+18%	+$105K	0.14%	114
2020 Q3	$527K	Buy	2,096 +221	+12%	+$44.2K	0.14%	111
2020 Q2	$263K	Sell	1,875 -172	-8%	-$21.6K	0.08%	147
2020 Q1	$248K	Sell	2,047 -333	-14%	-$46.9K	0.1%	135
2019 Q4	$360K	Buy	2,380 +78	+3%	+$12K	0.12%	121
2019 Q3	$335K	Buy	2,302 +525	+30%	+$84.6K	0.13%	123
2019 Q2	$292K	Buy	+1,777	New	+$311K	0.11%	133
2018 Q2	–	Sell	-1,070	Closed	-$257K	–	128
2018 Q1	$257K	Buy	+1,070	New	+$271K	0.14%	103
2017 Q3	–	Sell	-920	Closed	-$200K	–	111
2017 Q2	$200K	Buy	+920	New	+$182K	0.12%	106

Other funds holding FDX

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intersect Capital's FDX Position: Q2 2022 in Review

Intersect Capital reduced its FedEx (FDX) stake by 30% in Q2 2022, selling an estimated $141K and leaving 1,510 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #208.

Intersect Capital first reported a position in FDX in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.34M in Q2 2021. 1,645 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

Intersect Capital held 1,510 shares of FedEx worth $342K as of Q2 2022.
Intersect Capital sold 660 FedEx shares in Q2 2022, an estimated $141K.
FedEx made up 0.1% of Intersect Capital's portfolio in Q2 2022, its #208 holding.
Intersect Capital first reported a position in FedEx in Q2 2017 and has held it in 15 quarters since.
Intersect Capital's FedEx position peaked at $1.34M in Q2 2021.
1,645 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.