Lake Street Advisors Group’s FedEx FDX Stock Holding History

Lake Street Advisors Group’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 Q4	$646K	Buy	2,286 +36	+2%	+$10.1K	0.03%	291
2024 Q3	$619K	Buy	2,250 +46	+2%	+$13.4K	0.03%	285
2024 Q2	$664K	Sell	2,204 -78	-3%	-$20.4K	0.03%	277
2024 Q1	$664K	Buy	2,282 +15	+0.7%	+$3.75K	0.03%	294
2023 Q4	$576K	Buy	+2,267	New	+$576K	0.03%	301
2021 Q3	–	Sell	-1,355	Closed	-$374K	–	299
2021 Q2	$374K	Sell	1,355 -32	-2%	-$9.5K	0.03%	210
2021 Q1	$394K	Buy	1,387 +10	+0.7%	+$2.58K	0.03%	185
2020 Q4	$357K	Buy	1,377 +24	+2%	+$6.65K	0.03%	195
2020 Q3	$340K	Buy	+1,353	New	+$271K	0.03%	185
2020 Q2	–	Sell	-1,922	Closed	-$233K	–	278
2020 Q1	$233K	Buy	+1,922	New	+$271K	0.03%	204
2018 Q3	–	Sell	-990	Closed	-$225K	–	254
2018 Q2	$225K	Sell	990 -54	-5%	-$13.4K	0.02%	288
2018 Q1	$251K	Sell	1,044 -635	-38%	-$161K	0.03%	248
2017 Q4	$419K	Buy	+1,679	New	+$384K	0.05%	160

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Lake Street Advisors Group's FDX Position: Q4 2024 in Review

Lake Street Advisors Group increased its FedEx (FDX) stake by 1.6% in Q4 2024, buying an estimated $10.1K and bringing the position to 2,286 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #291.

Lake Street Advisors Group first reported a position in FDX in Q4 2017 and has held it in 13 quarters since. The position peaked at $664K in Q1 2024. 1,828 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

Lake Street Advisors Group held 2,286 shares of FedEx worth $646K as of Q4 2024.
Lake Street Advisors Group bought 36 FedEx shares in Q4 2024, an estimated $10.1K.
FedEx made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #291 holding.
Lake Street Advisors Group first reported a position in FedEx in Q4 2017 and has held it in 13 quarters since.
Lake Street Advisors Group's FedEx position peaked at $664K in Q1 2024.
1,828 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.