Optimum Investment Advisors’s FedEx FDX Stock Holding History

Optimum Investment Advisors’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
2025 Q1	–	Sell	-50	Closed	-$14.1K	–	642
2024 Q4	$14.1K	Hold	50	–	–	0.01%	473
2024 Q3	$13.7K	Hold	50	–	–	0.01%	501
2024 Q2	$15K	Hold	50	–	–	0.01%	478
2024 Q1	$14.5K	Hold	50	–	–	0.01%	487
2023 Q4	$12.6K	Hold	50	–	–	0.01%	492
2023 Q3	$13.2K	Hold	50	–	–	0.01%	515
2023 Q2	$12.4K	Sell	50 -25	-33%	-$5.72K	0.01%	533
2023 Q1	$17.1K	Sell	75 -700	-90%	-$142K	0.01%	497
2022 Q4	$134K	Buy	775 +100	+15%	+$16.6K	0.07%	226
2022 Q3	$100K	Hold	675	–	–	0.05%	272
2022 Q2	$153K	Hold	675	–	–	0.08%	222
2022 Q1	$156K	Sell	675 -35	-5%	-$8.22K	0.07%	251
2021 Q4	$184K	Sell	710 -53	-7%	-$12.7K	0.07%	240
2021 Q3	$167K	Sell	763 -2,062	-73%	-$560K	0.07%	249
2021 Q2	$843K	Sell	2,825 -685	-20%	-$203K	0.26%	82
2021 Q1	$997K	Sell	3,510 -96	-3%	-$24.7K	0.29%	78
2020 Q4	$936K	Buy	3,606 +46	+1%	+$12.7K	0.28%	81
2020 Q3	$895K	Sell	3,560 -60	-2%	-$12K	0.3%	76
2020 Q2	$508K	Sell	3,620 -50	-1%	-$6.29K	0.18%	131
2020 Q1	$445K	Sell	3,670 -975	-21%	-$137K	0.18%	134
2019 Q4	$702K	Hold	4,645	–	–	0.21%	126
2019 Q3	$676K	Sell	4,645 -2,080	-31%	-$335K	0.21%	121
2019 Q2	$1.1M	Sell	6,725 -80	-1%	-$14K	0.36%	69
2019 Q1	$1.23M	Sell	6,805 -191	-3%	-$33.8K	0.41%	61
2018 Q4	$1.13M	Sell	6,996 -1,470	-17%	-$311K	0.39%	61
2018 Q3	$2.04M	Buy	8,466 +50	+0.6%	+$12.1K	0.56%	36
2018 Q2	$1.91M	Buy	8,416 +305	+4%	+$75.6K	0.55%	35
2018 Q1	$1.95M	Sell	8,111 -99	-1%	-$25K	0.57%	34
2017 Q4	$2.05M	Sell	8,210 -25	-0.3%	-$5.72K	0.65%	36
2017 Q3	$1.86M	Buy	8,235 +25	+0.3%	+$5.32K	0.62%	41
2017 Q2	$1.78M	Hold	8,210	–	–	0.62%	42
2017 Q1	$1.6M	Buy	8,210 +540	+7%	+$103K	0.57%	45
2016 Q4	$1.43M	Buy	7,670 +5	+0.1%	+$918	0.54%	48
2016 Q3	$1.34M	Buy	7,665 +1,010	+15%	+$165K	0.5%	49
2016 Q2	$1.01M	Buy	6,655 +600	+10%	+$97.3K	0.39%	74
2016 Q1	$985K	Buy	6,055 +250	+4%	+$34.8K	0.39%	74
2015 Q4	$865K	Buy	5,805 +1,075	+23%	+$166K	0.33%	87
2015 Q3	$681K	Buy	+4,730	New	+$755K	0.28%	109
2015 Q1	$865K	Buy	5,230 +500	+11%	+$86.8K	0.27%	99
2014 Q4	$821K	Hold	4,730	–	–	0.26%	103
2014 Q3	$764K	Buy	4,730 +150	+3%	+$22.8K	0.25%	110
2014 Q2	$693K	Sell	4,580 -50	-1%	-$6.98K	0.22%	122
2014 Q1	$614K	Hold	4,630	–	–	0.23%	119
2013 Q4	$666K	Hold	4,630	–	–	0.25%	110
2013 Q3	$528K	Buy	+4,630	New	+$500K	0.22%	124

Other funds holding FDX

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's FDX Position: Q1 2025 in Review

Optimum Investment Advisors sold out of FedEx (FDX) in Q1 2025, closing a stake of 50 shares — an estimated $14.1K sold.

Optimum Investment Advisors first reported a position in FDX in Q3 2013 and held it in 45 quarters. The position peaked at $2.05M in Q4 2017. 1,732 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

Optimum Investment Advisors reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
Optimum Investment Advisors sold 50 FedEx shares in Q1 2025, an estimated $14.1K.
Optimum Investment Advisors first reported a position in FedEx in Q3 2013 and held it in 45 quarters.
Optimum Investment Advisors's FedEx position peaked at $2.05M in Q4 2017.
1,732 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.