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Sheaff Brock Investment Advisors’s FedEx FDX Stock Holding History

Sheaff Brock 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
2023
Q1 		– Sell
-500
Closed -$86.6K – 525
2022
Q4 		$86.6K Buy
+500
New +$83.1K 0.01% 471

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's FDX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its FedEx (FDX) stake by 3% in Q1 2025, buying an estimated $6.48K and bringing the position to 850 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #390.

Sheaff Brock Investment Advisors first reported a position in FDX in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.53M in Q4 2015. 1,732 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 850 shares of FedEx worth $207K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 25 FedEx shares in Q1 2025, an estimated $6.48K.
  • FedEx made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #390 holding.
  • Sheaff Brock Investment Advisors first reported a position in FedEx in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's FedEx position peaked at $2.53M in Q4 2015.
  • 1,732 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.