Steward Financial Group’s FedEx FDX Stock Holding History

Steward Financial 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 Q3	$20K	Buy	76 +6	+9%	+$1.56K	0.01%	248
2023 Q2	$17K	Hold	70	–	–	0.01%	268
2023 Q1	$15K	Sell	70 -32	-31%	-$6.5K	0.01%	155
2022 Q4	$17K	Buy	+102	New	+$16.9K	0.01%	119
2022 Q3	–	Sell	-108	Closed	-$24K	–	513
2022 Q2	$24K	Buy	108 +33	+44%	+$7.04K	0.02%	154
2022 Q1	$17K	Hold	75	–	–	0.02%	172
2021 Q4	$19K	Buy	+75	New	+$18K	0.02%	125

Other funds holding FDX

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Steward Financial Group's FDX Position: Q3 2023 in Review

Steward Financial Group increased its FedEx (FDX) stake by 8.6% in Q3 2023, buying an estimated $1.56K and bringing the position to 76 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #248.

Steward Financial Group first reported a position in FDX in Q4 2021 and has held it in 7 quarters since. The position peaked at $24K in Q2 2022. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Steward Financial Group held 76 shares of FedEx worth $20K as of Q3 2023.
Steward Financial Group bought 6 FedEx shares in Q3 2023, an estimated $1.56K.
FedEx made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #248 holding.
Steward Financial Group first reported a position in FedEx in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's FedEx position peaked at $24K in Q2 2022.
1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.