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Simplicity Solutions’s FedEx FDX Stock Holding History

Simplicity Solutions’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
Q4 		$4.26M Sell
16,827
-425
-2% -$108K 0.12% 162
2023
Q3 		$4.57M Sell
17,252
-2,093
-11% -$544K 0.15% 133
2023
Q2 		$4.8M Sell
19,345
-12,651
-40% -$2.9M 0.13% 149
2023
Q1 		$7.31M Buy
31,996
+29,835
+1,381% +$6.06M 0.19% 104
2022
Q4 		$374K Buy
2,161
+636
+42% +$106K 0.05% 416
2022
Q3 		$226K Buy
1,525
+147
+11% +$31K 0.03% 554
2022
Q2 		$312K Buy
1,378
+398
+41% +$84.9K 0.04% 428
2022
Q1 		$227K Sell
980
-838
-46% -$197K 0.03% 569
2021
Q4 		$470K Buy
1,818
+622
+52% +$149K 0.05% 407
2021
Q3 		$262K Buy
1,196
+346
+41% +$93.9K 0.04% 484
2021
Q2 		$254K Buy
+850
New +$252K 0.05% 434
2021
Q1 		– Sell
-10,981
Closed -$2.85M – 640
2020
Q4 		$2.85M Sell
10,981
-1,034
-9% -$286K 0.04% 311
2020
Q3 		$3.02M Sell
12,015
-1,635
-12% -$327K 0.06% 260
2020
Q2 		$1.91M Buy
13,650
+3,580
+36% +$450K 0.04% 315
2020
Q1 		$1.22M Buy
10,070
+1,838
+22% +$259K 0.04% 306
2019
Q4 		$1.25M Buy
8,232
+2,267
+38% +$349K 0.04% 338
2019
Q3 		$868K Sell
5,965
-103
-2% -$16.6K 0.04% 329
2019
Q2 		$996K Buy
6,068
+2,572
+74% +$450K 0.04% 257
2019
Q1 		$634K Buy
3,496
+117
+3% +$20.7K 0.04% 342
2018
Q4 		$545K Buy
+3,379
New +$715K 0.07% 293
2016
Q1 		– Sell
-18,396
Closed -$2.74M – 293
2015
Q4 		$2.74M Buy
+18,396
New +$2.85M 0.32% 78

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's FDX Position: Q4 2023 in Review

Simplicity Solutions reduced its FedEx (FDX) stake by 2.5% in Q4 2023, selling an estimated $108K and leaving 16,827 shares worth $4.26M. The position accounts for 0.12% of the portfolio, ranked #162.

Simplicity Solutions first reported a position in FDX in Q4 2015 and has held it in 21 quarters since. The position peaked at $7.31M in Q1 2023. 1,742 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Simplicity Solutions held 16,827 shares of FedEx worth $4.26M as of Q4 2023.
  • Simplicity Solutions sold 425 FedEx shares in Q4 2023, an estimated $108K.
  • FedEx made up 0.12% of Simplicity Solutions's portfolio in Q4 2023, its #162 holding.
  • Simplicity Solutions first reported a position in FedEx in Q4 2015 and has held it in 21 quarters since.
  • Simplicity Solutions's FedEx position peaked at $7.31M in Q1 2023.
  • 1,742 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.