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Silver Oak Securities’s FedEx FDX Stock Holding History

Silver Oak Securities’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
-2,694
Closed -$682K – 497
2023
Q4 		$682K Buy
2,694
+288
+12% +$73.2K 0.09% 228
2023
Q3 		$637K Sell
2,406
-50
-2% -$13K 0.14% 142
2023
Q2 		$609K Buy
2,456
+370
+18% +$84.7K 0.1% 198
2023
Q1 		$477K Sell
2,086
-111
-5% -$22.5K 0.08% 198
2022
Q4 		$381K Sell
2,197
-209
-9% -$34.7K 0.07% 197
2022
Q3 		$637K Buy
2,406
+134
+6% +$28.3K 0.14% 142
2022
Q2 		$518K Sell
2,272
-101
-4% -$21.6K 0.12% 125
2022
Q1 		$483K Buy
+2,373
New +$558K 0.1% 167

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

Silver Oak Securities's FDX Position: Q1 2024 in Review

Silver Oak Securities sold out of FedEx (FDX) in Q1 2024, closing a stake of 2,694 shares — an estimated $682K sold.

Silver Oak Securities first reported a position in FDX in Q1 2022 and held it in 8 quarters. The position peaked at $682K in Q4 2023. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Silver Oak Securities reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 2,694 FedEx shares in Q1 2024, an estimated $682K.
  • Silver Oak Securities first reported a position in FedEx in Q1 2022 and held it in 8 quarters.
  • Silver Oak Securities's FedEx position peaked at $682K in Q4 2023.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.