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Scholtz & Company’s FedEx FDX Stock Holding History

Scholtz & Company’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
-3,450
Closed -$873K – 56
2023
Q4 		$873K Buy
+3,450
New +$876K 0.43% 40
2018
Q2 		– Sell
-9,075
Closed -$2.18M – 57
2018
Q1 		$2.18M Sell
9,075
-9,590
-51% -$2.42M 1.61% 30
2017
Q4 		$4.66M Buy
18,665
+8,215
+79% +$1.88M 3.38% 10
2017
Q3 		$2.36M Buy
10,450
+212
+2% +$45.1K 1.84% 25
2017
Q2 		$2.23M Buy
+10,238
New +$2.02M 1.92% 19
2016
Q1 		– Sell
-12,645
Closed -$1.88M – 44
2015
Q4 		$1.88M Sell
12,645
-13,295
-51% -$2.06M 1.98% 23
2015
Q3 		$3.73M Sell
25,940
-155
-0.6% -$24.7K 3.99% 9
2015
Q2 		$4.45M Buy
26,095
+2,700
+12% +$470K 4.37% 4
2015
Q1 		$3.87M Sell
23,395
-100
-0.4% -$17.4K 3.74% 7
2014
Q4 		$4.08M Sell
23,495
-50
-0.2% -$8.46K 4.16% 5
2014
Q3 		$3.8M Buy
23,545
+550
+2% +$83.5K 3.75% 7
2014
Q2 		$3.48M Buy
22,995
+11,530
+101% +$1.61M 3.29% 7
2014
Q1 		$1.52M Buy
+11,465
New +$1.56M 1.63% 28

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

Scholtz & Company's FDX Position: Q1 2024 in Review

Scholtz & Company sold out of FedEx (FDX) in Q1 2024, closing a stake of 3,450 shares — an estimated $873K sold.

Scholtz & Company first reported a position in FDX in Q1 2014 and held it in 13 quarters. The position peaked at $4.66M in Q4 2017. 1,747 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Scholtz & Company reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Scholtz & Company sold 3,450 FedEx shares in Q1 2024, an estimated $873K.
  • Scholtz & Company first reported a position in FedEx in Q1 2014 and held it in 13 quarters.
  • Scholtz & Company's FedEx position peaked at $4.66M in Q4 2017.
  • 1,747 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.