LTI
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Laffer Tengler Investments’s FedEx FDX Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-317
Closed -$95K – 239
2024
Q2 		$95K Hold
317
– – 0.02% 214
2024
Q1 		$91.8K Buy
317
+307
+3,070% +$76.8K 0.02% 203
2023
Q4 		$2.53K Hold
10
– – ﹤0.01% 376
2023
Q3 		$2.65K Hold
10
– – ﹤0.01% 299
2023
Q2 		$2.48K Hold
10
– – ﹤0.01% 373
2023
Q1 		$2.28K Buy
+10
New +$2.03K ﹤0.01% 388
2022
Q4 		– Sell
-2,177
Closed -$323K – 436
2022
Q3 		$323K Sell
2,177
-2,348
-52% -$496K 0.12% 146
2022
Q2 		$1.03M Sell
4,525
-4,522
-50% -$965K 0.36% 95
2022
Q1 		$2.09M Sell
9,047
-234
-3% -$55K 0.63% 63
2021
Q4 		$2.4M Buy
9,281
+858
+10% +$206K 0.69% 58
2021
Q3 		$1.85M Buy
8,423
+1,172
+16% +$318K 0.53% 78
2021
Q2 		$2.16M Buy
7,251
+1,063
+17% +$315K 0.81% 50
2021
Q1 		$1.76M Buy
6,188
+1,963
+46% +$506K 0.67% 62
2020
Q4 		$1.1M Buy
4,225
+1,104
+35% +$306K 0.46% 76
2020
Q3 		$785K Buy
3,121
+1,340
+75% +$268K 0.39% 77
2020
Q2 		$250K Buy
1,781
+524
+42% +$65.9K 0.14% 111
2020
Q1 		$152K Buy
1,257
+559
+80% +$78.7K 0.12% 110
2019
Q4 		$106K Buy
+698
New +$108K 0.07% 122

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laffer Tengler Investments's FDX Position: Q3 2024 in Review

Laffer Tengler Investments sold out of FedEx (FDX) in Q3 2024, closing a stake of 317 shares — an estimated $95K sold.

Laffer Tengler Investments first reported a position in FDX in Q4 2019 and held it in 18 quarters. The position peaked at $2.4M in Q4 2021. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Laffer Tengler Investments reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 317 FedEx shares in Q3 2024, an estimated $95K.
  • Laffer Tengler Investments first reported a position in FedEx in Q4 2019 and held it in 18 quarters.
  • Laffer Tengler Investments's FedEx position peaked at $2.4M in Q4 2021.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.