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Momentum Advisors’s FedEx FDX Stock Holding History

Momentum Advisors’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 		$216K Buy
+1,246
New +$207K 0.22% 77
2022
Q3 		– Sell
-1,268
Closed -$287K – 75
2022
Q2 		$287K Buy
+1,268
New +$271K 0.32% 44

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Momentum Advisors's FDX Position: Q4 2022 in Review

Momentum Advisors opened a new position in FedEx (FDX) in Q4 2022: 1,246 shares worth $216K. The stake represents 0.22% of the portfolio and ranks #77 among its holdings. This is a return to the name: Momentum Advisors previously reported a position in FDX as recently as Q2 2022.

Momentum Advisors first reported a position in FDX in Q2 2022 and has held it in 2 quarters since. The position peaked at $287K in Q2 2022. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

  • Momentum Advisors held 1,246 shares of FedEx worth $216K as of Q4 2022.
  • FedEx was a new Momentum Advisors position in Q4 2022.
  • FedEx made up 0.22% of Momentum Advisors's portfolio in Q4 2022, its #77 holding.
  • Momentum Advisors first reported a position in FedEx in Q2 2022 and has held it in 2 quarters since.
  • Momentum Advisors's FedEx position peaked at $287K in Q2 2022.
  • 1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.