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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kalos Management's FDX Position: Q2 2023 in Review

Kalos Management sold out of FedEx (FDX) in Q2 2023, closing a stake of 91 shares — an estimated $20.8K sold.

Kalos Management first reported a position in FDX in Q4 2018 and held it in 14 quarters. The position peaked at $604K in Q3 2020. 1,666 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

  • Kalos Management reported no remaining FedEx position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 91 FedEx shares in Q2 2023, an estimated $20.8K.
  • Kalos Management first reported a position in FedEx in Q4 2018 and held it in 14 quarters.
  • Kalos Management's FedEx position peaked at $604K in Q3 2020.
  • 1,666 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.