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Stiles Financial Services’s FedEx FDX Stock Holding History

Stiles Financial Services’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 		– Sell
-1,188
Closed -$295K – 183
2023
Q2 		$295K Buy
1,188
+5
+0.4% +$1.14K 0.15% 146
2023
Q1 		$270K Buy
1,183
+7
+0.6% +$1.42K 0.15% 150
2022
Q4 		$204K Buy
+1,176
New +$195K 0.12% 167

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stiles Financial Services's FDX Position: Q3 2023 in Review

Stiles Financial Services sold out of FedEx (FDX) in Q3 2023, closing a stake of 1,188 shares — an estimated $295K sold.

Stiles Financial Services first reported a position in FDX in Q4 2022 and held it in 3 quarters. The position peaked at $295K in Q2 2023. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • Stiles Financial Services reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
  • Stiles Financial Services sold 1,188 FedEx shares in Q3 2023, an estimated $295K.
  • Stiles Financial Services first reported a position in FedEx in Q4 2022 and held it in 3 quarters.
  • Stiles Financial Services's FedEx position peaked at $295K in Q2 2023.
  • 1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Stiles Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.