Nicola Wealth Management’s FedEx FDX Stock Holding History

Nicola Wealth 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 Q1	–	Sell	-33,000	Closed	-$8.54M	–	122
2021 Q4	$8.54M	Hold	33,000	–	–	0.8%	49
2021 Q3	$7.24M	Buy	33,000 +1,000	+3%	+$271K	0.74%	57
2021 Q2	$9.55M	Sell	32,000 -5,000	-14%	-$1.48M	0.98%	44
2021 Q1	$10.5M	Buy	37,000 +14,500	+64%	+$3.74M	1.17%	33
2020 Q4	$5.84M	Hold	22,500	–	–	0.73%	59
2020 Q3	$5.66M	Sell	22,500 -20,600	-48%	-$4.12M	0.81%	55
2020 Q2	$6.04M	Sell	43,100 -4,900	-10%	-$616K	0.84%	51
2020 Q1	$5.82M	Hold	48,000	–	–	0.87%	44
2019 Q4	$7.26M	Hold	48,000	–	–	1.09%	31
2019 Q3	$6.99M	Hold	48,000	–	–	1.09%	38
2019 Q2	$7.88M	Buy	48,000 +5,000	+12%	+$875K	1.31%	31
2019 Q1	$7.8M	Hold	43,000	–	–	1.17%	33
2018 Q4	$6.94M	Buy	43,000 +23,000	+115%	+$4.86M	1.14%	32
2018 Q3	$4.82M	Buy	+20,000	New	+$4.84M	0.83%	52

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nicola Wealth Management's FDX Position: Q1 2022 in Review

Nicola Wealth Management sold out of FedEx (FDX) in Q1 2022, closing a stake of 33,000 shares — an estimated $8.54M sold.

Nicola Wealth Management first reported a position in FDX in Q3 2018 and held it in 14 quarters. The position peaked at $10.5M in Q1 2021. 1,620 funds tracked by Wall St. Rank hold FDX as of Q1 2022.

Nicola Wealth Management reported no remaining FedEx position as of Q1 2022 after selling out during the quarter.
Nicola Wealth Management sold 33,000 FedEx shares in Q1 2022, an estimated $8.54M.
Nicola Wealth Management first reported a position in FedEx in Q3 2018 and held it in 14 quarters.
Nicola Wealth Management's FedEx position peaked at $10.5M in Q1 2021.
1,620 funds tracked by Wall St. Rank held FedEx as of Q1 2022.

Based on Nicola Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.