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Mark Sheptoff Financial Planning’s FedEx FDX Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-50
Closed -$11K – 377
2022
Q2 		$11K Sell
50
-500
-91% -$107K 0.01% 252
2022
Q1 		$127K Buy
550
+500
+1,000% +$117K 0.06% 125
2021
Q4 		$13K Hold
50
– – 0.01% 291
2021
Q3 		$11K Hold
50
– – 0.01% 295
2021
Q2 		$15K Hold
50
– – 0.01% 297
2021
Q1 		$14K Sell
50
-150
-75% -$38.6K 0.01% 260
2020
Q4 		$52K Buy
+200
New +$55.4K 0.03% 156

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mark Sheptoff Financial Planning's FDX Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of FedEx (FDX) in Q3 2022, closing a stake of 50 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in FDX in Q4 2020 and held it in 7 quarters. The position peaked at $127K in Q1 2022. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 50 FedEx shares in Q3 2022, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in FedEx in Q4 2020 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's FedEx position peaked at $127K in Q1 2022.
  • 1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.