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Mittelman Wealth Management’s FedEx FDX Stock Holding History

Mittelman 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
2024
Q3 		– Sell
-3,267
Closed -$980K – 45
2024
Q2 		$980K Hold
3,267
– – 0.63% 36
2024
Q1 		$947K Buy
+3,267
New +$817K 0.64% 37

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

Mittelman Wealth Management's FDX Position: Q3 2024 in Review

Mittelman Wealth Management sold out of FedEx (FDX) in Q3 2024, closing a stake of 3,267 shares — an estimated $980K sold.

Mittelman Wealth Management first reported a position in FDX in Q1 2024 and held it in 2 quarters. The position peaked at $980K in Q2 2024. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Mittelman Wealth Management reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 3,267 FedEx shares in Q3 2024, an estimated $980K.
  • Mittelman Wealth Management first reported a position in FedEx in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's FedEx position peaked at $980K in Q2 2024.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.