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MinichMacGregor Wealth Management’s FedEx FDX Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-20
Closed -$3.48K – 268
2022
Q4 		$3.48K Buy
+20
New +$3.32K ﹤0.01% 517
2020
Q2 		– Sell
-10,740
Closed -$1.29M – 79
2020
Q1 		$1.29M Buy
+10,740
New +$1.51M 1.16% 16
2019
Q1 		– Sell
-9,520
Closed -$2.15M – 73
2018
Q4 		$2.15M Buy
+9,520
New +$2.01M 1.47% 23

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MinichMacGregor Wealth Management's FDX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of FedEx (FDX) in Q1 2023, closing a stake of 20 shares — an estimated $3.48K sold.

MinichMacGregor Wealth Management first reported a position in FDX in Q4 2018 and held it in 3 quarters. The position peaked at $2.15M in Q4 2018. 1,605 funds tracked by Wall St. Rank hold FDX as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining FedEx position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 20 FedEx shares in Q1 2023, an estimated $3.48K.
  • MinichMacGregor Wealth Management first reported a position in FedEx in Q4 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's FedEx position peaked at $2.15M in Q4 2018.
  • 1,605 funds tracked by Wall St. Rank held FedEx as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.