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LeJeune Puetz Investment Counsel’s FedEx FDX Stock Holding History

LeJeune Puetz Investment Counsel’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
2023
Q1 		$2.24M Sell
9,798
-2,174
-18% -$441K 0.8% 42
2022
Q4 		$2.07M Hold
11,972
– – 0.77% 42
2022
Q3 		$1.78M Buy
11,972
+1,895
+19% +$400K 0.73% 44
2022
Q2 		$2.28M Buy
10,077
+1,397
+16% +$298K 0.89% 34
2022
Q1 		$2.01M Buy
8,680
+40
+0.5% +$9.4K 0.7% 45
2021
Q4 		$2.23M Buy
8,640
+300
+4% +$72K 0.75% 43
2021
Q3 		$1.83M Hold
8,340
– – 0.67% 48
2021
Q2 		$2.49M Sell
8,340
-200
-2% -$59.3K 0.92% 38
2021
Q1 		$2.43M Hold
8,540
– – 0.95% 36
2020
Q4 		$2.22M Hold
8,540
– – 0.96% 35
2020
Q3 		$2.15M Sell
8,540
-75
-0.9% -$15K 1.05% 29
2020
Q2 		$1.21M Buy
8,615
+300
+4% +$37.7K 0.63% 57
2020
Q1 		$1.01M Buy
8,315
+2,900
+54% +$408K 0.59% 61
2019
Q4 		$819K Sell
5,415
-125
-2% -$19.3K 0.38% 77
2019
Q3 		$806K Buy
5,540
+200
+4% +$32.2K 0.41% 76
2019
Q2 		$877K Buy
5,340
+350
+7% +$61.3K 0.45% 69
2019
Q1 		$905K Buy
4,990
+1,875
+60% +$331K 0.49% 62
2018
Q4 		$503K Hold
3,115
– – 0.31% 86
2018
Q3 		$750K Hold
3,115
– – 0.43% 72
2018
Q2 		$707K Hold
3,115
– – 0.44% 71
2018
Q1 		$748K Sell
3,115
-75
-2% -$19K 0.46% 76
2017
Q4 		$796K Hold
3,190
– – 0.49% 72
2017
Q3 		$720K Sell
3,190
-40
-1% -$8.52K 0.46% 76
2017
Q2 		$702K Hold
3,230
– – 0.48% 74
2017
Q1 		$630K Hold
3,230
– – 0.45% 80
2016
Q4 		$601K Buy
+3,230
New +$593K 0.46% 78

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LeJeune Puetz Investment Counsel's FDX Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its FedEx (FDX) stake by 18% in Q1 2023, selling an estimated $441K and leaving 9,798 shares worth $2.24M. The position accounts for 0.8% of the portfolio, ranked #42.

LeJeune Puetz Investment Counsel first reported a position in FDX in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.49M in Q2 2021. 1,606 funds tracked by Wall St. Rank hold FDX as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 9,798 shares of FedEx worth $2.24M as of Q1 2023.
  • LeJeune Puetz Investment Counsel sold 2,174 FedEx shares in Q1 2023, an estimated $441K.
  • FedEx made up 0.8% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #42 holding.
  • LeJeune Puetz Investment Counsel first reported a position in FedEx in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's FedEx position peaked at $2.49M in Q2 2021.
  • 1,606 funds tracked by Wall St. Rank held FedEx as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.