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Lebenthal Global Advisors’s FedEx FDX Stock Holding History

Lebenthal Global 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
2021
Q3 		– Sell
-1,990
Closed -$593K – 141
2021
Q2 		$593K Buy
+1,990
New +$591K 0.32% 51
2021
Q1 		– Sell
-494
Closed -$128K – 270
2020
Q4 		$128K Buy
+494
New +$137K 0.09% 143

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lebenthal Global Advisors's FDX Position: Q3 2021 in Review

Lebenthal Global Advisors sold out of FedEx (FDX) in Q3 2021, closing a stake of 1,990 shares — an estimated $593K sold.

Lebenthal Global Advisors first reported a position in FDX in Q4 2020 and held it in 2 quarters. The position peaked at $593K in Q2 2021. 1,515 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

  • Lebenthal Global Advisors reported no remaining FedEx position as of Q3 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,990 FedEx shares in Q3 2021, an estimated $593K.
  • Lebenthal Global Advisors first reported a position in FedEx in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's FedEx position peaked at $593K in Q2 2021.
  • 1,515 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Lebenthal Global Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.