Kalos Management’s FedEx FDX Stock Holding History

Kalos 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 Q2	–	Sell	-91	Closed	-$20.8K	–	216
2023 Q1	$20.8K	Buy	+91	New	+$18.5K	0.04%	151
2022 Q2	–	Sell	-1,061	Closed	-$244K	–	149
2022 Q1	$244K	Sell	1,061 -525	-33%	-$123K	0.17%	134
2021 Q4	$392K	Buy	1,586 +61	+4%	+$14.6K	0.11%	184
2021 Q3	$377K	Buy	1,525 +274	+22%	+$74.4K	0.11%	183
2021 Q2	$342K	Sell	1,251 -317	-20%	-$94.1K	0.14%	180
2021 Q1	$478K	Sell	1,568 -757	-33%	-$195K	0.15%	158
2020 Q4	$603K	Buy	2,325 +82	+4%	+$22.7K	0.26%	116
2020 Q3	$604K	Buy	2,243 +764	+52%	+$153K	0.27%	113
2020 Q2	$212K	Buy	+1,479	New	+$186K	0.09%	187
2020 Q1	–	Sell	-1,453	Closed	-$225K	–	229
2019 Q4	$225K	Sell	1,453 -294	-17%	-$45.3K	0.08%	178
2019 Q3	$247K	Buy	1,747 +120	+7%	+$19.3K	0.1%	157
2019 Q2	$267K	Buy	1,627 +323	+25%	+$56.6K	0.12%	158
2019 Q1	$236K	Sell	1,304 -309	-19%	-$54.6K	0.15%	128
2018 Q4	$266K	Buy	+1,613	New	+$341K	0.13%	145
2015 Q4	–	Hold	0	–	–	–	500

Other funds holding FDX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return