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Sonora Investment Management Group’s FedEx FDX Stock Holding History

Sonora Investment Management Group’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
-4,035
Closed -$699K – 276
2022
Q4 		$699K Sell
4,035
-456
-10% -$75.8K 0.06% 147
2022
Q3 		$1.02M Hold
4,491
– – 0.13% 102
2022
Q2 		$1.02M Sell
4,491
-301
-6% -$64.2K 0.1% 132
2022
Q1 		$1.11M Buy
4,792
+878
+22% +$206K 0.13% 108
2021
Q4 		$1.01M Buy
+3,914
New +$939K 0.12% 107

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management Group's FDX Position: Q1 2023 in Review

Sonora Investment Management Group sold out of FedEx (FDX) in Q1 2023, closing a stake of 4,035 shares — an estimated $699K sold.

Sonora Investment Management Group first reported a position in FDX in Q4 2021 and held it in 5 quarters. The position peaked at $1.11M in Q1 2022. 1,606 funds tracked by Wall St. Rank hold FDX as of Q1 2023.

  • Sonora Investment Management Group reported no remaining FedEx position as of Q1 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 4,035 FedEx shares in Q1 2023, an estimated $699K.
  • Sonora Investment Management Group first reported a position in FedEx in Q4 2021 and held it in 5 quarters.
  • Sonora Investment Management Group's FedEx position peaked at $1.11M in Q1 2022.
  • 1,606 funds tracked by Wall St. Rank held FedEx as of Q1 2023.

Based on Sonora Investment Management Group's 13F filing for Q1 2023, filed 12 May 2023.