Lenox Wealth Advisors’s FedEx FDX Stock Holding History

Lenox Wealth 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
2022 Q1	$0	Sell	1 -1	-50%	-$235	﹤0.01%	837
2021 Q4	$1K	Buy	+2	New	+$480	﹤0.01%	835
2021 Q3	–	Sell	-1	Closed	–	–	741
2021 Q2	$0	Hold	1	–	–	﹤0.01%	731
2021 Q1	$0	Sell	1 -1	-50%	-$258	﹤0.01%	707
2020 Q4	$1K	Sell	2 -543	-100%	-$150K	﹤0.01%	597
2020 Q3	$137K	Hold	545	–	–	0.02%	100
2020 Q2	$76K	Hold	545	–	–	0.01%	116
2020 Q1	$66K	Hold	545	–	–	0.01%	115
2019 Q4	$82K	Hold	545	–	–	0.01%	129
2019 Q3	$79K	Hold	545	–	–	0.01%	122
2019 Q2	$89K	Buy	545 +295	+118%	+$51.6K	0.02%	117
2019 Q1	$45K	Hold	250	–	–	0.01%	137
2018 Q4	$40K	Sell	250 -250	-50%	-$52.9K	0.01%	136
2018 Q3	$120K	Buy	+500	New	+$121K	0.02%	95
2016 Q2	–	Sell	-12	Closed	-$2K	–	223
2016 Q1	$2K	Sell	12 -24	-67%	-$3.34K	﹤0.01%	223
2015 Q4	$5K	Buy	36 +24	+200%	+$3.71K	﹤0.01%	222
2015 Q3	$2K	Hold	12	–	–	﹤0.01%	339
2015 Q2	$2K	Buy	+12	New	+$2.09K	﹤0.01%	262
2014 Q1	–	Sell	-94	Closed	-$14K	–	242
2013 Q4	$14K	Buy	+94	New	+$12.4K	0.01%	139
2013 Q3	–	Sell	-150	Closed	-$15K	–	266
2013 Q2	$15K	Buy	+150	New	+$14.6K	0.02%	81

Other funds holding FDX

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

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's FDX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its FedEx (FDX) stake by 50% in Q1 2022, selling an estimated $235 and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Lenox Wealth Advisors first reported a position in FDX in Q2 2013 and has held it in 20 quarters since. The position peaked at $137K in Q3 2020. 1,620 funds tracked by Wall St. Rank hold FDX as of Q1 2022.

Lenox Wealth Advisors held 1 share of FedEx worth $0 as of Q1 2022.
Lenox Wealth Advisors sold 1 FedEx share in Q1 2022, an estimated $235.
FedEx made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #837 holding.
Lenox Wealth Advisors first reported a position in FedEx in Q2 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's FedEx position peaked at $137K in Q3 2020.
1,620 funds tracked by Wall St. Rank held FedEx as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.