Kings Point Capital Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $231K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2021
Q4 | $259K | Hold |
1,000
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $219K | Hold |
1,000
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $298K | Hold |
1,000
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $284K | Sell |
1,000
-120
| -11% | -$30.9K | 0.03% | 167 |
|
|
2020
Q4 | $291K | Sell |
1,120
-150
| -12% | -$41.5K | 0.03% | 151 |
|
|
2020
Q3 | $319K | Buy |
1,270
+700
| +123% | +$140K | 0.04% | 140 |
|
|
2020
Q2 | $80K | Hold |
570
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $69K | Sell |
570
-353
| -38% | -$49.7K | 0.01% | 245 |
|
|
2019
Q4 | $140K | Sell |
923
-50
| -5% | -$7.71K | 0.02% | 214 |
|
|
2019
Q3 | $142K | Buy |
973
+50
| +5% | +$8.06K | 0.02% | 188 |
|
|
2019
Q2 | $152K | Buy |
923
+53
| +6% | +$9.28K | 0.03% | 160 |
|
|
2019
Q1 | $158K | Hold |
870
| – | – | 0.03% | 143 |
|
|
2018
Q4 | $140K | Buy |
870
+300
| +53% | +$63.5K | 0.03% | 141 |
|
|
2018
Q3 | $137K | Hold |
570
| – | – | 0.03% | 165 |
|
|
2018
Q2 | $129K | Hold |
570
| – | – | 0.03% | 168 |
|
|
2018
Q1 | $137K | Hold |
570
| – | – | 0.03% | 158 |
|
|
2017
Q4 | $142K | Hold |
570
| – | – | 0.03% | 164 |
|
|
2017
Q3 | $129K | Hold |
570
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $124K | Hold |
570
| – | – | 0.03% | 165 |
|
|
2017
Q1 | $111K | Hold |
570
| – | – | 0.03% | 164 |
|
|
2016
Q4 | $106K | Hold |
570
| – | – | 0.03% | 159 |
|
|
2016
Q3 | $100K | Sell |
570
-300
| -34% | -$49.1K | 0.03% | 151 |
|
|
2016
Q2 | $132K | Hold |
870
| – | – | 0.03% | 136 |
|
|
2016
Q1 | $142K | Sell |
870
-160
| -16% | -$22.3K | 0.04% | 128 |
|
|
2015
Q4 | $153K | Hold |
1,030
| – | – | 0.04% | 132 |
|
|
2015
Q3 | $148K | Buy |
1,030
+6
| +0.6% | +$958 | 0.04% | 142 |
|
|
2015
Q2 | $174K | Buy |
1,024
+150
| +17% | +$26.1K | 0.04% | 131 |
|
|
2015
Q1 | $145K | Sell |
874
-160
| -15% | -$27.8K | 0.04% | 144 |
|
|
2014
Q4 | $180K | Buy |
1,034
+464
| +81% | +$78.5K | 0.05% | 118 |
|
|
2014
Q3 | $92K | Hold |
570
| – | – | 0.03% | 147 |
|
|
2014
Q2 | $86K | Hold |
570
| – | – | 0.03% | 146 |
|
|
2014
Q1 | $76K | Hold |
570
| – | – | 0.02% | 142 |
|
|
2013
Q4 | $82K | Hold |
570
| – | – | 0.03% | 137 |
|
|
2013
Q3 | $65K | Hold |
570
| – | – | 0.03% | 154 |
|
|
2013
Q2 | $56K | Buy |
+570
| New | +$55.3K | 0.02% | 173 |
|
Other funds holding FDX
Kings Point Capital Management's FDX Position: Q1 2022 in Review
Kings Point Capital Management held its FedEx (FDX) position steady in Q1 2022 at 1,000 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #189.
Kings Point Capital Management first reported a position in FDX in Q2 2013 and has held it in 36 quarters since. The position peaked at $319K in Q3 2020. 1,620 funds tracked by Wall St. Rank hold FDX as of Q1 2022.
- Kings Point Capital Management held 1,000 shares of FedEx worth $231K as of Q1 2022.
- Kings Point Capital Management left its FedEx share count unchanged in Q1 2022.
- FedEx made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #189 holding.
- Kings Point Capital Management first reported a position in FedEx in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's FedEx position peaked at $319K in Q3 2020.
- 1,620 funds tracked by Wall St. Rank held FedEx as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.