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Sonora Investment Management’s FedEx FDX Stock Holding History

Sonora Investment Management’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
2021
Q3 		$531K Buy
2,423
+1,538
+174% +$417K 0.07% 124
2021
Q2 		$264K Buy
885
+10
+1% +$2.97K 0.03% 172
2021
Q1 		$249K Sell
875
-300
-26% -$77.3K 0.02% 270
2020
Q4 		$305K Sell
1,175
-126
-10% -$34.9K 0.03% 255
2020
Q3 		$327K Sell
1,301
-75
-5% -$15K 0.03% 225
2020
Q2 		$193K Buy
1,376
+122
+10% +$15.3K 0.02% 246
2020
Q1 		$152K Hold
1,254
– – 0.02% 253
2019
Q4 		$190K Buy
1,254
+28
+2% +$4.32K 0.02% 254
2019
Q3 		$178K Buy
1,226
+43
+4% +$6.93K 0.02% 251
2019
Q2 		$194K Buy
1,183
+32
+3% +$5.6K 0.02% 242
2019
Q1 		$209K Sell
1,151
-300
-21% -$53K 0.03% 230
2018
Q4 		$234K Buy
1,451
+300
+26% +$63.5K 0.03% 207
2018
Q3 		$277K Buy
1,151
+500
+77% +$121K 0.04% 193
2018
Q2 		$148K Sell
651
-10
-2% -$2.48K 0.02% 231
2018
Q1 		$159K Buy
661
+10
+2% +$2.53K 0.03% 217
2017
Q4 		$162K Hold
651
– – 0.03% 210
2017
Q3 		$147K Hold
651
– – 0.03% 214
2017
Q2 		$141K Hold
651
– – 0.03% 212
2017
Q1 		$127K Hold
651
– – 0.02% 217
2016
Q4 		$121K Hold
651
– – 0.03% 204
2016
Q3 		$114K Buy
651
+300
+85% +$49.1K 0.02% 205
2016
Q2 		$53.3K Hold
351
– – 0.01% 256
2016
Q1 		$58.1K Hold
351
– – 0.01% 263
2015
Q4 		$52K Sell
351
-75
-18% -$11.6K 0.01% 227
2015
Q3 		$63K Buy
+426
New +$68K 0.02% 192

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sonora Investment Management's FDX Position: Q3 2021 in Review

Sonora Investment Management increased its FedEx (FDX) stake by 174% in Q3 2021, buying an estimated $417K and bringing the position to 2,423 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #124.

Sonora Investment Management first reported a position in FDX in Q3 2015 and has held it in 25 quarters since. 1,516 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

  • Sonora Investment Management held 2,423 shares of FedEx worth $531K as of Q3 2021.
  • Sonora Investment Management bought 1,538 FedEx shares in Q3 2021, an estimated $417K.
  • FedEx made up 0.07% of Sonora Investment Management's portfolio in Q3 2021, its #124 holding.
  • Sonora Investment Management first reported a position in FedEx in Q3 2015 and has held it in 25 quarters since.
  • 1,516 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.