Nvest Financial’s FedEx FDX Stock Holding History

Nvest Financial’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 Q3	–	Sell	-4,297	Closed	-$974K	–	51
2022 Q2	$974K	Sell	4,297 -94	-2%	-$20.1K	1.02%	35
2022 Q1	$1.02M	Buy	+4,391	New	+$1.03M	0.83%	37

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nvest Financial's FDX Position: Q3 2022 in Review

Nvest Financial sold out of FedEx (FDX) in Q3 2022, closing a stake of 4,297 shares — an estimated $974K sold.

Nvest Financial first reported a position in FDX in Q1 2022 and held it in 2 quarters. The position peaked at $1.02M in Q1 2022. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

Nvest Financial reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
Nvest Financial sold 4,297 FedEx shares in Q3 2022, an estimated $974K.
Nvest Financial first reported a position in FedEx in Q1 2022 and held it in 2 quarters.
Nvest Financial's FedEx position peaked at $1.02M in Q1 2022.
1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Nvest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.