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Stoneridge Investment Partners’s FedEx FDX Stock Holding History

Stoneridge Investment 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
2024
Q2 		– Sell
-1,380
Closed -$400K – 137
2024
Q1 		$400K Hold
1,380
– – 0.15% 87
2023
Q4 		$349K Hold
1,380
– – 0.15% 82
2023
Q3 		$366K Sell
1,380
-82
-6% -$21.3K 0.17% 88
2023
Q2 		$362K Hold
1,462
– – 0.16% 87
2023
Q1 		$334K Hold
1,462
– – 0.18% 83
2022
Q4 		$253K Hold
1,462
– – 0.14% 86
2022
Q3 		$217K Hold
1,462
– – 0.13% 91
2022
Q2 		$331K Sell
1,462
-810
-36% -$173K 0.18% 85
2022
Q1 		$526K Buy
2,272
+1,375
+153% +$323K 0.25% 82
2021
Q4 		$232K Buy
+897
New +$215K 0.11% 105
2021
Q3 		– Sell
-897
Closed -$268K – 120
2021
Q2 		$268K Hold
897
– – 0.13% 92
2021
Q1 		$255K Sell
897
-589
-40% -$152K 0.13% 93
2020
Q4 		$386K Sell
1,486
-509
-26% -$141K 0.22% 93
2020
Q3 		$502K Sell
1,995
-1,545
-44% -$309K 0.33% 79
2020
Q2 		$496K Hold
3,540
– – 0.21% 91
2020
Q1 		$429K Sell
3,540
-2,050
-37% -$289K 0.19% 91
2019
Q4 		$845K Sell
5,590
-1,285
-19% -$198K 0.29% 98
2019
Q3 		$1M Hold
6,875
– – 0.37% 81
2019
Q2 		$1.13M Hold
6,875
– – 0.4% 81
2019
Q1 		$1.25M Sell
6,875
-2,150
-24% -$380K 0.37% 82
2018
Q4 		$1.46M Sell
9,025
-2,178
-19% -$461K 0.46% 74
2018
Q3 		$2.7M Buy
11,203
+8,313
+288% +$2.01M 0.57% 66
2018
Q2 		$656K Hold
2,890
– – 0.13% 98
2018
Q1 		$694K Buy
+2,890
New +$731K 0.12% 100

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stoneridge Investment Partners's FDX Position: Q2 2024 in Review

Stoneridge Investment Partners sold out of FedEx (FDX) in Q2 2024, closing a stake of 1,380 shares — an estimated $400K sold.

Stoneridge Investment Partners first reported a position in FDX in Q1 2018 and held it in 24 quarters. The position peaked at $2.7M in Q3 2018. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • Stoneridge Investment Partners reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 1,380 FedEx shares in Q2 2024, an estimated $400K.
  • Stoneridge Investment Partners first reported a position in FedEx in Q1 2018 and held it in 24 quarters.
  • Stoneridge Investment Partners's FedEx position peaked at $2.7M in Q3 2018.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Stoneridge Investment Partners's 13F filing for Q2 2024, filed 8 Aug 2024.