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Morningstar Investment Services’s FedEx FDX Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-795
Closed -$213K – 223
2024
Q3 		$213K Buy
795
+91
+13% +$26.4K ﹤0.01% 398
2024
Q2 		$208K Buy
+704
New +$184K ﹤0.01% 366
2024
Q1 		– Sell
-864
Closed -$219K – 379
2023
Q4 		$219K Buy
+864
New +$219K ﹤0.01% 391
2018
Q2 		– Sell
-1,348
Closed -$324K – 203
2018
Q1 		$324K Sell
1,348
-1,608
-54% -$407K 0.01% 178
2017
Q4 		$738K Sell
2,956
-676
-19% -$155K 0.01% 143
2017
Q3 		$819K Sell
3,632
-627
-15% -$133K 0.02% 139
2017
Q2 		$926K Sell
4,259
-5,383
-56% -$1.06M 0.02% 136
2017
Q1 		$1.88M Buy
9,642
+3,816
+65% +$729K 0.05% 126
2016
Q4 		$1.08M Buy
5,826
+2,808
+93% +$515K 0.04% 137
2016
Q3 		$527K Buy
+3,018
New +$494K 0.02% 180
2013
Q4 		– Sell
-3,257
Closed -$375K – 202
2013
Q3 		$375K Buy
3,257
+637
+24% +$68.7K 0.03% 170
2013
Q2 		$258K Buy
+2,620
New +$254K 0.03% 181

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morningstar Investment Services's FDX Position: Q4 2024 in Review

Morningstar Investment Services sold out of FedEx (FDX) in Q4 2024, closing a stake of 795 shares — an estimated $213K sold.

Morningstar Investment Services first reported a position in FDX in Q2 2013 and held it in 12 quarters. The position peaked at $1.88M in Q1 2017. 1,829 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Morningstar Investment Services reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 795 FedEx shares in Q4 2024, an estimated $213K.
  • Morningstar Investment Services first reported a position in FedEx in Q2 2013 and held it in 12 quarters.
  • Morningstar Investment Services's FedEx position peaked at $1.88M in Q1 2017.
  • 1,829 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.