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SC&H Financial Advisors’s FedEx FDX Stock Holding History

SC&H 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
2023
Q4 		– Sell
-803
Closed -$213K – 142
2023
Q3 		$213K Buy
+803
New +$209K 0.07% 125
2022
Q1 		– Sell
-1,200
Closed -$310K – 154
2021
Q4 		$310K Buy
+1,200
New +$288K 0.17% 118

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SC&H Financial Advisors's FDX Position: Q4 2023 in Review

SC&H Financial Advisors sold out of FedEx (FDX) in Q4 2023, closing a stake of 803 shares — an estimated $213K sold.

SC&H Financial Advisors first reported a position in FDX in Q4 2021 and held it in 2 quarters. The position peaked at $310K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • SC&H Financial Advisors reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
  • SC&H Financial Advisors sold 803 FedEx shares in Q4 2023, an estimated $213K.
  • SC&H Financial Advisors first reported a position in FedEx in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's FedEx position peaked at $310K in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on SC&H Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.