Stamos Capital Partners’s FedEx FDX Stock Holding History

Stamos Capital Partners’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	-5,660	Closed	-$980K	–	116
2022 Q4	$980K	Buy	+5,660	New	+$941K	0.31%	84
2022 Q3	–	Sell	-1,040	Closed	-$236K	–	188
2022 Q2	$236K	Buy	+1,040	New	+$222K	0.07%	111
2020 Q4	–	Sell	-9,000	Closed	-$2.26M	–	61
2020 Q3	$2.26M	Sell	9,000 -3,000	-25%	-$600K	0.84%	29
2020 Q2	$1.68M	Sell	12,000 -7,992	-40%	-$1.01M	0.96%	26
2020 Q1	$2.42M	Buy	19,992 +6,707	+50%	+$944K	1.28%	31
2019 Q4	$2.01M	Buy	13,285 +5,585	+73%	+$861K	1.62%	15
2019 Q3	$1.12M	Buy	+7,700	New	+$1.24M	1%	26
2019 Q2	–	Sell	-2,000	Closed	-$366K	–	66
2019 Q1	$366K	Hold	2,000	–	–	0.47%	51
2018 Q4	$323K	Buy	+2,000	New	+$423K	0.24%	63

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stamos Capital Partners's FDX Position: Q1 2023 in Review

Stamos Capital Partners sold out of FedEx (FDX) in Q1 2023, closing a stake of 5,660 shares — an estimated $980K sold.

Stamos Capital Partners first reported a position in FDX in Q4 2018 and held it in 9 quarters. The position peaked at $2.42M in Q1 2020. 1,606 funds tracked by Wall St. Rank hold FDX as of Q1 2023.

Stamos Capital Partners reported no remaining FedEx position as of Q1 2023 after selling out during the quarter.
Stamos Capital Partners sold 5,660 FedEx shares in Q1 2023, an estimated $980K.
Stamos Capital Partners first reported a position in FedEx in Q4 2018 and held it in 9 quarters.
Stamos Capital Partners's FedEx position peaked at $2.42M in Q1 2020.
1,606 funds tracked by Wall St. Rank held FedEx as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.