LIG
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Lokken Investment Group’s FedEx FDX Stock Holding History

Lokken Investment Group’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
Q4 		– Sell
-2,361
Closed -$351K – 126
2022
Q3 		$351K Buy
2,361
+43
+2% +$9.07K 0.3% 72
2022
Q2 		$526K Buy
2,318
+114
+5% +$24.3K 0.43% 50
2022
Q1 		$438K Sell
2,204
-63
-3% -$14.8K 0.35% 66
2021
Q4 		$586K Buy
+2,267
New +$544K 0.42% 49

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lokken Investment Group's FDX Position: Q4 2022 in Review

Lokken Investment Group sold out of FedEx (FDX) in Q4 2022, closing a stake of 2,361 shares — an estimated $351K sold.

Lokken Investment Group first reported a position in FDX in Q4 2021 and held it in 4 quarters. The position peaked at $586K in Q4 2021. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

  • Lokken Investment Group reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
  • Lokken Investment Group sold 2,361 FedEx shares in Q4 2022, an estimated $351K.
  • Lokken Investment Group first reported a position in FedEx in Q4 2021 and held it in 4 quarters.
  • Lokken Investment Group's FedEx position peaked at $586K in Q4 2021.
  • 1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Lokken Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.