SFMG Wealth Advisors’s FedEx FDX Stock Holding History

SFMG Wealth 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
2022 Q4	–	Sell	-7,123	Closed	-$1.09M	–	272
2022 Q3	$1.09M	Buy	7,123 +33	+0.5%	+$6.96K	0.13%	85
2022 Q2	$1.61M	Sell	7,090 -85	-1%	-$18.1K	0.19%	67
2022 Q1	$1.66M	Buy	+7,175	New	+$1.69M	0.16%	75
2016 Q1	–	Sell	-6,112	Closed	-$911K	–	104
2015 Q4	$911K	Buy	+6,112	New	+$945K	0.21%	54
2015 Q3	–	Sell	-1,312	Closed	-$224K	–	119
2015 Q2	$224K	Sell	1,312 -221	-14%	-$38.5K	0.05%	103
2015 Q1	$254K	Buy	1,533 +230	+18%	+$39.9K	0.02%	150
2014 Q4	$226K	Buy	1,303 +2	+0.2%	+$338	0.05%	107
2014 Q3	$210K	Buy	+1,301	New	+$198K	0.07%	82

Other funds holding FDX

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SFMG Wealth Advisors's FDX Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of FedEx (FDX) in Q4 2022, closing a stake of 7,123 shares — an estimated $1.09M sold.

SFMG Wealth Advisors first reported a position in FDX in Q3 2014 and held it in 8 quarters. The position peaked at $1.66M in Q1 2022. 1,513 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

SFMG Wealth Advisors reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 7,123 FedEx shares in Q4 2022, an estimated $1.09M.
SFMG Wealth Advisors first reported a position in FedEx in Q3 2014 and held it in 8 quarters.
SFMG Wealth Advisors's FedEx position peaked at $1.66M in Q1 2022.
1,513 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.