KLCM Advisors’s FedEx FDX Stock Holding History

KLCM Advisors’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
2024 Q1	–	Sell	-1,000	Closed	-$253K	–	162
2023 Q4	$253K	Buy	+1,000	New	+$254K	0.04%	126
2022 Q3	–	Sell	-2,500	Closed	-$567K	–	119
2022 Q2	$567K	Sell	2,500 -300	-11%	-$64K	0.13%	67
2022 Q1	$648K	Buy	2,800 +300	+12%	+$70.5K	0.14%	63
2021 Q4	$647K	Sell	2,500 -1,655	-40%	-$397K	0.14%	63
2021 Q3	$911K	Buy	+4,155	New	+$1.13M	0.2%	54
2020 Q4	–	Sell	-3,655	Closed	-$919K	–	103
2020 Q3	$919K	Sell	3,655 -300	-8%	-$60K	0.27%	49
2020 Q2	$555K	Hold	3,955	–	–	0.16%	60
2020 Q1	$480K	Hold	3,955	–	–	0.15%	59
2019 Q4	$598K	Buy	3,955 +2,100	+113%	+$324K	0.13%	58
2019 Q3	$270K	Buy	+1,855	New	+$299K	0.07%	81
2015 Q3	–	Sell	-1,335	Closed	-$227K	–	93
2015 Q2	$227K	Buy	+1,335	New	+$232K	0.06%	100

Other funds holding FDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

KLCM Advisors's FDX Position: Q1 2024 in Review

KLCM Advisors sold out of FedEx (FDX) in Q1 2024, closing a stake of 1,000 shares — an estimated $253K sold.

KLCM Advisors first reported a position in FDX in Q2 2015 and held it in 11 quarters. The position peaked at $919K in Q3 2020. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

KLCM Advisors reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
KLCM Advisors sold 1,000 FedEx shares in Q1 2024, an estimated $253K.
KLCM Advisors first reported a position in FedEx in Q2 2015 and held it in 11 quarters.
KLCM Advisors's FedEx position peaked at $919K in Q3 2020.
1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on KLCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.