NERM
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New England Research & Management’s FedEx FDX Stock Holding History

New England Research & 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
2022
Q2 		– Sell
-2,711
Closed -$627K – 162
2022
Q1 		$627K Sell
2,711
-50
-2% -$11.7K 0.33% 93
2021
Q4 		$714K Sell
2,761
-2,889
-51% -$693K 0.35% 87
2021
Q3 		$1.24M Buy
5,650
+2,125
+60% +$577K 0.65% 51
2021
Q2 		$1.05M Buy
3,525
+250
+8% +$74.2K 0.54% 65
2021
Q1 		$930K Hold
3,275
– – 0.51% 70
2020
Q4 		$850K Hold
3,275
– – 0.53% 66
2020
Q3 		$824K Hold
3,275
– – 0.6% 57
2020
Q2 		$459K Sell
3,275
-50
-2% -$6.29K 0.33% 97
2020
Q1 		$403K Sell
3,325
-50
-1% -$7.04K 0.34% 94
2019
Q4 		$510K Buy
3,375
+5
+0.1% +$771 0.34% 103
2019
Q3 		$491K Sell
3,370
-1,500
-31% -$242K 0.36% 96
2019
Q2 		$800K Sell
4,870
-1,500
-24% -$263K 0.54% 65
2019
Q1 		$1.16M Sell
6,370
-75
-1% -$13.3K 0.78% 43
2018
Q4 		$1.04M Buy
6,445
+2,170
+51% +$459K 0.82% 43
2018
Q3 		$1.03M Buy
4,275
+2,325
+119% +$563K 0.67% 55
2018
Q2 		$443K Buy
+1,950
New +$483K 0.29% 119
2017
Q1 		– Sell
-4,800
Closed -$894K – 170
2016
Q4 		$894K Sell
4,800
-900
-16% -$165K 0.7% 49
2016
Q3 		$996K Sell
5,700
-2,860
-33% -$468K 0.83% 38
2016
Q2 		$1.3M Sell
8,560
-1,240
-13% -$201K 1.12% 24
2016
Q1 		$1.59M Sell
9,800
-150
-2% -$20.9K 1.36% 13
2015
Q4 		$1.48M Buy
9,950
+7,400
+290% +$1.14M 1.28% 14
2015
Q3 		$367K Buy
2,550
+950
+59% +$152K 0.35% 107
2015
Q2 		$273K Buy
+1,600
New +$278K 0.22% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Research & Management's FDX Position: Q2 2022 in Review

New England Research & Management sold out of FedEx (FDX) in Q2 2022, closing a stake of 2,711 shares — an estimated $627K sold.

New England Research & Management first reported a position in FDX in Q2 2015 and held it in 23 quarters. The position peaked at $1.59M in Q1 2016. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • New England Research & Management reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
  • New England Research & Management sold 2,711 FedEx shares in Q2 2022, an estimated $627K.
  • New England Research & Management first reported a position in FedEx in Q2 2015 and held it in 23 quarters.
  • New England Research & Management's FedEx position peaked at $1.59M in Q1 2016.
  • 1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on New England Research & Management's 13F filing for Q2 2022, filed 20 Jul 2022.