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Sterling Financial Planning’s FedEx FDX Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-356
Closed -$78K – 207
2021
Q3 		$78K Buy
356
+56
+19% +$15.2K 0.05% 147
2021
Q2 		$89K Hold
300
– – 0.06% 124
2021
Q1 		$85K Hold
300
– – 0.06% 114
2020
Q4 		$78K Buy
+300
New +$83.1K 0.06% 117

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Financial Planning's FDX Position: Q4 2021 in Review

Sterling Financial Planning sold out of FedEx (FDX) in Q4 2021, closing a stake of 356 shares — an estimated $78K sold.

Sterling Financial Planning first reported a position in FDX in Q4 2020 and held it in 4 quarters. The position peaked at $89K in Q2 2021. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Sterling Financial Planning reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 356 FedEx shares in Q4 2021, an estimated $78K.
  • Sterling Financial Planning first reported a position in FedEx in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's FedEx position peaked at $89K in Q2 2021.
  • 1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.