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Live Oak Private Wealth’s FedEx FDX Stock Holding History

Live Oak Private Wealth’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 		– Sell
-2,159
Closed -$374K – 166
2022
Q4 		$374K Sell
2,159
-699
-24% -$116K 0.08% 123
2022
Q3 		$424K Sell
2,858
-13,950
-83% -$2.94M 0.1% 120
2022
Q2 		$3.81M Buy
16,808
+1,333
+9% +$284K 0.8% 52
2022
Q1 		$3.58M Buy
15,475
+608
+4% +$143K 0.69% 55
2021
Q4 		$3.85M Sell
14,867
-323
-2% -$77.5K 0.72% 53
2021
Q3 		$3.33M Buy
15,190
+472
+3% +$128K 0.68% 55
2021
Q2 		$4.39M Sell
14,718
-16,561
-53% -$4.91M 0.97% 45
2021
Q1 		$8.88M Buy
31,279
+142
+0.5% +$36.6K 2.18% 8
2020
Q4 		$8.08M Sell
31,137
-661
-2% -$183K 2.27% 8
2020
Q3 		$8M Sell
31,798
-2,217
-7% -$443K 2.75% 4
2020
Q2 		$4.77M Buy
34,015
+4,212
+14% +$530K 1.73% 16
2020
Q1 		$3.61M Buy
29,803
+6,968
+31% +$981K 3.71% 8
2019
Q4 		$3.45M Buy
+22,835
New +$3.52M 3.36% 11

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

Live Oak Private Wealth's FDX Position: Q1 2023 in Review

Live Oak Private Wealth sold out of FedEx (FDX) in Q1 2023, closing a stake of 2,159 shares — an estimated $374K sold.

Live Oak Private Wealth first reported a position in FDX in Q4 2019 and held it in 13 quarters. The position peaked at $8.88M in Q1 2021. 1,605 funds tracked by Wall St. Rank hold FDX as of Q1 2023.

  • Live Oak Private Wealth reported no remaining FedEx position as of Q1 2023 after selling out during the quarter.
  • Live Oak Private Wealth sold 2,159 FedEx shares in Q1 2023, an estimated $374K.
  • Live Oak Private Wealth first reported a position in FedEx in Q4 2019 and held it in 13 quarters.
  • Live Oak Private Wealth's FedEx position peaked at $8.88M in Q1 2021.
  • 1,605 funds tracked by Wall St. Rank held FedEx as of Q1 2023.

Based on Live Oak Private Wealth's 13F filing for Q1 2023, filed 8 May 2023.