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Planning Capital Management Corporation’s FedEx FDX Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$172K Sell
627
-431
-41% -$125K 0.11% 94
2024
Q2 		$317K Hold
1,058
– – 0.22% 68
2024
Q1 		$307K Sell
1,058
-10
-0.9% -$2.5K 0.22% 61
2023
Q4 		$270K Buy
+1,068
New +$271K 0.21% 68

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's FDX Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its FedEx (FDX) stake by 41% in Q3 2024, selling an estimated $125K and leaving 627 shares worth $172K. The position accounts for 0.11% of the portfolio, ranked #94.

Planning Capital Management Corporation first reported a position in FDX in Q4 2023 and has held it in 4 quarters since. The position peaked at $317K in Q2 2024. 1,724 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Planning Capital Management Corporation held 627 shares of FedEx worth $172K as of Q3 2024.
  • Planning Capital Management Corporation sold 431 FedEx shares in Q3 2024, an estimated $125K.
  • FedEx made up 0.11% of Planning Capital Management Corporation's portfolio in Q3 2024, its #94 holding.
  • Planning Capital Management Corporation first reported a position in FedEx in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's FedEx position peaked at $317K in Q2 2024.
  • 1,724 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.