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ProVise Management Group’s FedEx FDX Stock Holding History

ProVise Management 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
2024
Q3 		– Sell
-711
Closed -$213K – 297
2024
Q2 		$213K Sell
711
-12
-2% -$3.14K 0.02% 276
2024
Q1 		$209K Buy
+723
New +$181K 0.02% 281
2023
Q4 		– Sell
-812
Closed -$215K – 345
2023
Q3 		$215K Hold
812
– – 0.02% 308
2023
Q2 		$201K Buy
+812
New +$186K 0.02% 325
2022
Q3 		– Sell
-972
Closed -$220K – 322
2022
Q2 		$220K Hold
972
– – 0.02% 302
2022
Q1 		$225K Hold
972
– – 0.02% 338
2021
Q4 		$251K Hold
972
– – 0.02% 334
2021
Q3 		$213K Buy
972
+200
+26% +$54.3K 0.02% 345
2021
Q2 		$230K Sell
772
-70
-8% -$20.8K 0.02% 351
2021
Q1 		$239K Sell
842
-439
-34% -$113K 0.03% 309
2020
Q4 		$333K Sell
1,281
-1,166
-48% -$323K 0.04% 247
2020
Q3 		$615K Buy
+2,447
New +$489K 0.08% 181
2018
Q4 		– Sell
-2,352
Closed -$566K – 309
2018
Q3 		$566K Buy
2,352
+1,427
+154% +$346K 0.07% 201
2018
Q2 		$210 Buy
+925
New +$229K 0.02% 301
2018
Q1 		– Sell
-824
Closed -$206K – 310
2017
Q4 		$206K Buy
+824
New +$188K 0.03% 301

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

ProVise Management Group's FDX Position: Q3 2024 in Review

ProVise Management Group sold out of FedEx (FDX) in Q3 2024, closing a stake of 711 shares — an estimated $213K sold.

ProVise Management Group first reported a position in FDX in Q4 2017 and held it in 15 quarters. The position peaked at $615K in Q3 2020. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • ProVise Management Group reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • ProVise Management Group sold 711 FedEx shares in Q3 2024, an estimated $213K.
  • ProVise Management Group first reported a position in FedEx in Q4 2017 and held it in 15 quarters.
  • ProVise Management Group's FedEx position peaked at $615K in Q3 2020.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on ProVise Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.