Lumina Fund Management’s FedEx FDX Stock Holding History

Lumina Fund Management’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 Q4	–	Sell	-4,000	Closed	-$1.06M	–	20
2023 Q3	$1.06M	Hold	4,000	–	–	0.36%	19
2023 Q2	$992K	Hold	4,000	–	–	0.42%	24
2023 Q1	$914K	Hold	4,000	–	–	0.43%	22
2022 Q4	$693K	Hold	4,000	–	–	0.26%	29
2022 Q3	$594K	Hold	4,000	–	–	0.23%	27
2022 Q2	$907K	Hold	4,000	–	–	0.34%	19
2022 Q1	$926K	Hold	4,000	–	–	0.29%	19
2021 Q4	$1.03M	Hold	4,000	–	–	0.32%	16
2021 Q3	$877K	Buy	+4,000	New	+$1.09M	0.31%	18
2020 Q2	–	Sell	-4,000	Closed	-$485K	–	32
2020 Q1	$485K	Hold	4,000	–	–	0.28%	22
2019 Q4	$605K	Hold	4,000	–	–	0.29%	24
2019 Q3	$582K	Buy	+4,000	New	+$645K	0.29%	29
2018 Q4	–	Sell	-4,000	Closed	-$963K	–	35
2018 Q3	$963K	Buy	+4,000	New	+$968K	0.46%	9

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lumina Fund Management's FDX Position: Q4 2023 in Review

Lumina Fund Management sold out of FedEx (FDX) in Q4 2023, closing a stake of 4,000 shares — an estimated $1.06M sold.

Lumina Fund Management first reported a position in FDX in Q3 2018 and held it in 13 quarters. The position peaked at $1.06M in Q3 2023. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

Lumina Fund Management reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
Lumina Fund Management sold 4,000 FedEx shares in Q4 2023, an estimated $1.06M.
Lumina Fund Management first reported a position in FedEx in Q3 2018 and held it in 13 quarters.
Lumina Fund Management's FedEx position peaked at $1.06M in Q3 2023.
1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.