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MPS Loria Financial Planners’s FedEx FDX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-20
Closed -$5K – 269
2021
Q1 		$5K Hold
20
– – ﹤0.01% 346
2020
Q4 		$5K Buy
+20
New +$5.54K ﹤0.01% 363

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MPS Loria Financial Planners's FDX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of FedEx (FDX) in Q2 2021, closing a stake of 20 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in FDX in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 1,602 funds tracked by Wall St. Rank hold FDX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining FedEx position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 20 FedEx shares in Q2 2021, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in FedEx in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's FedEx position peaked at $5K in Q1 2021.
  • 1,602 funds tracked by Wall St. Rank held FedEx as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.