MHS
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M Holdings Securities’s FedEx FDX Stock Holding History

M Holdings Securities’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
2024
Q3 		– Sell
-1,202
Closed -$360K – 179
2024
Q2 		$360K Buy
+1,202
New +$314K 0.05% 211
2023
Q2 		– Sell
-1,181
Closed -$270K – 292
2023
Q1 		$270K Sell
1,181
-43
-4% -$8.73K 0.03% 377
2022
Q4 		$212K Sell
1,224
-178
-13% -$29.6K 0.02% 409
2022
Q3 		$208K Sell
1,402
-31
-2% -$6.54K 0.02% 397
2022
Q2 		$325K Sell
1,433
-423
-23% -$90.3K 0.03% 322
2022
Q1 		$429K Buy
+1,856
New +$436K 0.03% 324
2021
Q2 		– Sell
-2,771
Closed -$787K – 316
2021
Q1 		$787K Buy
+2,771
New +$714K 0.07% 218
2019
Q2 		– Sell
-1,718
Closed -$312K – 223
2019
Q1 		$312K Sell
1,718
-2
-0.1% -$353 0.07% 269
2018
Q4 		$277K Buy
1,720
+213
+14% +$45.1K 0.09% 256
2018
Q3 		$363K Buy
1,507
+613
+69% +$148K 0.1% 242
2018
Q2 		$203K Buy
894
+21
+2% +$5.2K 0.06% 329
2018
Q1 		$210K Sell
873
-146
-14% -$36.9K 0.06% 299
2017
Q4 		$254K Sell
1,019
-39
-4% -$8.92K 0.08% 266
2017
Q3 		$239K Buy
1,058
+17
+2% +$3.62K 0.08% 274
2017
Q2 		$226K Buy
+1,041
New +$206K 0.08% 267
2014
Q4 		– Sell
-250
Closed -$33K – 259
2014
Q3 		$33K Buy
+250
New +$38K 0.02% 439

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M Holdings Securities's FDX Position: Q3 2024 in Review

M Holdings Securities sold out of FedEx (FDX) in Q3 2024, closing a stake of 1,202 shares — an estimated $360K sold.

M Holdings Securities first reported a position in FDX in Q3 2014 and held it in 16 quarters. The position peaked at $787K in Q1 2021. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • M Holdings Securities reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,202 FedEx shares in Q3 2024, an estimated $360K.
  • M Holdings Securities first reported a position in FedEx in Q3 2014 and held it in 16 quarters.
  • M Holdings Securities's FedEx position peaked at $787K in Q1 2021.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.