Lion Street Advisors’s FedEx FDX Stock Holding History

Lion Street 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
2025 Q3	$542K	Buy	2,300 +262	+13%	+$60.4K	0.19%	103
2025 Q2	$463K	Sell	2,038 -53	-3%	-$11.6K	0.14%	157
2025 Q1	$510K	Buy	2,091 +31	+2%	+$8.04K	0.16%	139
2024 Q4	$579K	Buy	2,060 +142	+7%	+$39.6K	0.18%	116
2024 Q3	$525K	Sell	1,918 -63	-3%	-$18.3K	0.18%	124
2024 Q2	$594K	Sell	1,981 -21	-1%	-$5.49K	0.22%	101
2024 Q1	$506K	Hold	2,002	–	–	0.21%	107
2023 Q4	$506K	Sell	2,002 -248	-11%	-$63K	0.21%	106
2023 Q3	$596K	Sell	2,250 -60	-3%	-$15.6K	0.19%	107
2023 Q2	$544K	Buy	2,310 +92	+4%	+$21.1K	0.18%	108
2023 Q1	$507K	Buy	2,218 +498	+29%	+$101K	0.16%	116
2022 Q4	$405K	Sell	1,720 -100	-5%	-$16.6K	0.21%	80
2022 Q3	$264K	Buy	1,820 +100	+6%	+$21.1K	0.13%	100
2022 Q2	$407K	Sell	1,720 -479	-22%	-$102K	0.21%	78
2022 Q1	$509K	Buy	2,199 +33	+2%	+$7.75K	0.26%	63
2021 Q4	$562K	Buy	2,166 +446	+26%	+$107K	0.27%	57
2021 Q3	$377K	Buy	+1,720	New	+$467K	0.2%	84

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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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