Marietta Wealth Management’s FedEx FDX Stock Holding History

Marietta 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
2022 Q4	–	Sell	-1,617	Closed	-$240K	–	111
2022 Q3	$240K	Hold	1,617	–	–	0.06%	102
2022 Q2	$367K	Hold	1,617	–	–	0.09%	94
2022 Q1	$374K	Hold	1,617	–	–	0.08%	95
2021 Q4	$418K	Hold	1,617	–	–	0.08%	101
2021 Q3	$355K	Sell	1,617 -20	-1%	-$5.43K	0.08%	103
2021 Q2	$488K	Buy	1,637 +20	+1%	+$5.93K	0.11%	100
2021 Q1	$459K	Hold	1,617	–	–	0.11%	98
2020 Q4	$420K	Hold	1,617	–	–	0.12%	97
2020 Q3	$407K	Sell	1,617 -80	-5%	-$16K	0.13%	91
2020 Q2	$238K	Hold	1,697	–	–	0.08%	108
2020 Q1	$206K	Sell	1,697 -12,688	-88%	-$1.79M	0.08%	105
2019 Q4	$2.17M	Buy	14,385 +213	+2%	+$32.8K	0.72%	65
2019 Q3	$2.06M	Buy	+14,172	New	+$2.29M	0.75%	64

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marietta Wealth Management's FDX Position: Q4 2022 in Review

Marietta Wealth Management sold out of FedEx (FDX) in Q4 2022, closing a stake of 1,617 shares — an estimated $240K sold.

Marietta Wealth Management first reported a position in FDX in Q3 2019 and held it in 13 quarters. The position peaked at $2.17M in Q4 2019. 1,511 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

Marietta Wealth Management reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
Marietta Wealth Management sold 1,617 FedEx shares in Q4 2022, an estimated $240K.
Marietta Wealth Management first reported a position in FedEx in Q3 2019 and held it in 13 quarters.
Marietta Wealth Management's FedEx position peaked at $2.17M in Q4 2019.
1,511 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Marietta Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.