Madison Wealth Management’s FedEx FDX Stock Holding History

Madison Wealth 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 Q3	$375K	Hold	1,416	–	–	0.08%	121
2023 Q2	$351K	Hold	1,416	–	–	0.07%	126
2023 Q1	$324K	Sell	1,416 -90	-6%	-$18.3K	0.07%	129
2022 Q4	$261K	Hold	1,506	–	–	0.06%	139
2022 Q3	$224K	Sell	1,506 -45	-3%	-$9.5K	0.06%	152
2022 Q2	$352K	Hold	1,551	–	–	0.09%	123
2022 Q1	$359K	Hold	1,551	–	–	0.08%	125
2021 Q4	$401K	Hold	1,551	–	–	0.08%	120
2021 Q3	$340K	Hold	1,551	–	–	0.07%	126
2021 Q2	$463K	Hold	1,551	–	–	0.1%	110
2021 Q1	$441K	Hold	1,551	–	–	0.11%	109
2020 Q4	$403K	Sell	1,551 -64	-4%	-$17.7K	0.11%	108
2020 Q3	$406K	Hold	1,615	–	–	0.12%	99
2020 Q2	$226K	Buy	+1,615	New	+$203K	0.07%	117
2020 Q1	–	Sell	-18,332	Closed	-$2.77M	–	123
2019 Q4	$2.77M	Buy	+18,332	New	+$2.83M	0.8%	34

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

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

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

Madison Wealth Management's FDX Position: Q3 2023 in Review

Madison Wealth Management held its FedEx (FDX) position steady in Q3 2023 at 1,416 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #121.

Madison Wealth Management first reported a position in FDX in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.77M in Q4 2019. 1,673 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Madison Wealth Management held 1,416 shares of FedEx worth $375K as of Q3 2023.
Madison Wealth Management left its FedEx share count unchanged in Q3 2023.
FedEx made up 0.08% of Madison Wealth Management's portfolio in Q3 2023, its #121 holding.
Madison Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 15 quarters since.
Madison Wealth Management's FedEx position peaked at $2.77M in Q4 2019.
1,673 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.