Schechter Investment Advisors’s FedEx FDX Stock Holding History

Schechter Investment 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
2025 Q1	$261K	Sell	1,072 -558	-34%	-$145K	0.02%	500
2024 Q4	$459K	Buy	1,630 +168	+11%	+$46.9K	0.04%	403
2024 Q3	$400K	Buy	1,462 +43	+3%	+$12.5K	0.03%	438
2024 Q2	$426K	Buy	1,419 +626	+79%	+$164K	0.03%	411
2024 Q1	$230K	Sell	793 -37	-4%	-$9.26K	0.02%	553
2023 Q4	$210K	Buy	830 +12	+1%	+$3.05K	0.02%	557
2023 Q3	$217K	Sell	818 -52	-6%	-$13.5K	0.02%	527
2023 Q2	$216K	Buy	+870	New	+$199K	0.02%	571
2022 Q3	–	Sell	-1,057	Closed	-$240K	–	963
2022 Q2	$240K	Buy	+1,057	New	+$226K	0.02%	791
2022 Q1	–	Sell	-875	Closed	-$226K	–	942
2021 Q4	$226K	Buy	+875	New	+$210K	0.02%	766

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's FDX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its FedEx (FDX) stake by 34% in Q1 2025, selling an estimated $145K and leaving 1,072 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #500.

Schechter Investment Advisors first reported a position in FDX in Q4 2021 and has held it in 10 quarters since. The position peaked at $459K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

Schechter Investment Advisors held 1,072 shares of FedEx worth $261K as of Q1 2025.
Schechter Investment Advisors sold 558 FedEx shares in Q1 2025, an estimated $145K.
FedEx made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #500 holding.
Schechter Investment Advisors first reported a position in FedEx in Q4 2021 and has held it in 10 quarters since.
Schechter Investment Advisors's FedEx position peaked at $459K in Q4 2024.
1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.