RIM
FDX icon

Rockbridge Investment Management’s FedEx FDX Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-25
Closed -$6.33K – 295
2023
Q4 		$6.33K Buy
+25
New +$6.35K ﹤0.01% 446
2022
Q3 		– Sell
-234
Closed -$53.1K – 279
2022
Q2 		$53.1K Hold
234
– – 0.01% 212
2022
Q1 		$51.8K Buy
234
+83
+55% +$19.5K 0.01% 293
2021
Q4 		$39K Buy
151
+117
+344% +$28.1K 0.01% 386
2021
Q3 		$7K Hold
34
– – ﹤0.01% 569
2021
Q2 		$10K Buy
34
+25
+278% +$7.42K ﹤0.01% 530
2021
Q1 		$3K Sell
9
-19
-68% -$4.89K ﹤0.01% 616
2020
Q4 		$7K Buy
28
+1
+4% +$277 ﹤0.01% 537
2020
Q3 		$7K Buy
27
+8
+42% +$1.6K ﹤0.01% 500
2020
Q2 		$3K Buy
+19
New +$2.39K ﹤0.01% 531

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's FDX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 25 shares — an estimated $6.33K sold.

Rockbridge Investment Management first reported a position in FDX in Q2 2020 and held it in 10 quarters. The position peaked at $53.1K in Q2 2022. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Rockbridge Investment Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 25 FedEx shares in Q1 2024, an estimated $6.33K.
  • Rockbridge Investment Management first reported a position in FedEx in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's FedEx position peaked at $53.1K in Q2 2022.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.