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Lugano Financial Advisors SA (LFA)’s FedEx FDX Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-200
Closed -$30K – 119
2022
Q3 		$30K Hold
200
– – 0.02% 94
2022
Q2 		$45K Buy
+200
New +$42.7K 0.03% 92

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

Lugano Financial Advisors SA (LFA)'s FDX Position: Q4 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of FedEx (FDX) in Q4 2022, closing a stake of 200 shares — an estimated $30K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FDX in Q2 2022 and held it in 2 quarters. The position peaked at $45K in Q2 2022. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

  • Lugano Financial Advisors SA (LFA) reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 200 FedEx shares in Q4 2022, an estimated $30K.
  • Lugano Financial Advisors SA (LFA) first reported a position in FedEx in Q2 2022 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s FedEx position peaked at $45K in Q2 2022.
  • 1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2022, filed 8 Feb 2023.