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Next Financial Group’s FedEx FDX Stock Holding History

Next Financial Group’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
Q4 		$254K Buy
983
+122
+14% +$29.3K 0.02% 803
2021
Q3 		$188K Sell
861
-1,324
-61% -$359K 0.01% 868
2021
Q2 		$652K Buy
2,185
+1,428
+189% +$424K 0.05% 373
2021
Q1 		$215K Sell
757
-13
-2% -$3.35K 0.02% 746
2020
Q4 		$200K Sell
770
-161
-17% -$44.6K 0.02% 708
2020
Q3 		$234K Buy
+931
New +$186K 0.03% 568
2020
Q2 		– Sell
-605
Closed -$73K – 1019
2020
Q1 		$73K Sell
605
-1,154
-66% -$162K 0.01% 862
2019
Q4 		$267K Buy
1,759
+57
+3% +$8.79K 0.03% 581
2019
Q3 		$248K Buy
1,702
+1,139
+202% +$184K 0.03% 580
2019
Q2 		$93K Buy
563
+481
+587% +$84.2K 0.01% 937
2019
Q1 		$15K Sell
82
-318
-80% -$56.2K ﹤0.01% 1025
2018
Q4 		$64K Buy
400
+230
+135% +$48.6K 0.01% 723
2018
Q3 		$41K Buy
+170
New +$41.2K 0.02% 589
2017
Q4 		– Sell
-4,152
Closed -$923K – 621
2017
Q3 		$923K Sell
4,152
-318
-7% -$67.7K 0.26% 94
2017
Q2 		$971K Sell
4,470
-109
-2% -$21.5K 0.24% 103
2017
Q1 		$869K Sell
4,579
-1,255
-22% -$240K 0.24% 97
2016
Q4 		$1.09M Sell
5,834
-243
-4% -$44.6K 0.19% 122
2016
Q3 		$1.06M Buy
6,077
+1,433
+31% +$235K 0.19% 123
2016
Q2 		$704K Buy
4,644
+59
+1% +$9.57K 0.22% 111
2016
Q1 		$746K Buy
4,585
+463
+11% +$64.4K 0.26% 85
2015
Q4 		$614K Buy
4,122
+153
+4% +$23.7K 0.23% 100
2015
Q3 		$571K Sell
3,969
-569
-13% -$90.8K 0.2% 110
2015
Q2 		$773K Sell
4,538
-107
-2% -$18.6K 0.27% 96
2015
Q1 		$768K Sell
4,645
-163
-3% -$28.3K 0.25% 109
2014
Q4 		$835K Sell
4,808
-33
-0.7% -$5.58K 0.28% 95
2014
Q3 		$782K Buy
4,841
+80
+2% +$12.2K 0.16% 147
2014
Q2 		$704K Buy
+4,761
New +$665K 0.37% 60

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's FDX Position: Q4 2021 in Review

Next Financial Group increased its FedEx (FDX) stake by 14% in Q4 2021, buying an estimated $29.3K and bringing the position to 983 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #803.

Next Financial Group first reported a position in FDX in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2016. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Next Financial Group held 983 shares of FedEx worth $254K as of Q4 2021.
  • Next Financial Group bought 122 FedEx shares in Q4 2021, an estimated $29.3K.
  • FedEx made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #803 holding.
  • Next Financial Group first reported a position in FedEx in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's FedEx position peaked at $1.09M in Q4 2016.
  • 1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.