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Reilly Financial Advisors’s FedEx FDX Stock Holding History

Reilly Financial 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
2016
Q1 		– Sell
-160
Closed -$24K – 1215
2015
Q4 		$24K Buy
+160
New +$24.7K ﹤0.01% 556

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reilly Financial Advisors's FDX Position: Q4 2021 in Review

Reilly Financial Advisors increased its FedEx (FDX) stake by 9.5% in Q4 2021, buying an estimated $13.7K and bringing the position to 655 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #224.

Reilly Financial Advisors first reported a position in FDX in Q2 2013 and has held it in 34 quarters since. The position peaked at $178K in Q2 2021. 1,685 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Reilly Financial Advisors held 655 shares of FedEx worth $169K as of Q4 2021.
  • Reilly Financial Advisors bought 57 FedEx shares in Q4 2021, an estimated $13.7K.
  • FedEx made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #224 holding.
  • Reilly Financial Advisors first reported a position in FedEx in Q2 2013 and has held it in 34 quarters since.
  • Reilly Financial Advisors's FedEx position peaked at $178K in Q2 2021.
  • 1,685 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.