Successful Portfolios’s FedEx FDX Stock Holding History

Successful Portfolios’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	-787	Closed	-$228K	–	163
2024 Q1	$228K	Sell	787 -49	-6%	-$12.3K	0.16%	142
2023 Q4	$212K	Sell	836 -30	-3%	-$7.62K	0.16%	147
2023 Q3	$230K	Hold	866	–	–	0.2%	117
2023 Q2	$215K	Sell	866 -58	-6%	-$13.3K	0.18%	133
2023 Q1	$211K	Buy	+924	New	+$188K	0.13%	172
2022 Q3	–	Sell	-932	Closed	-$211K	–	184
2022 Q2	$211K	Buy	932 +60	+7%	+$12.8K	0.14%	170
2022 Q1	$202K	Buy	872 +25	+3%	+$5.88K	0.12%	193
2021 Q4	$219K	Buy	+847	New	+$203K	0.12%	194
2021 Q3	–	Sell	-837	Closed	-$250K	–	207
2021 Q2	$250K	Hold	837	–	–	0.15%	167
2021 Q1	$238K	Buy	837 +20	+2%	+$5.15K	0.16%	161
2020 Q4	$212K	Hold	817	–	–	0.15%	164
2020 Q3	$205K	Buy	+817	New	+$163K	0.16%	154

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Successful Portfolios's FDX Position: Q2 2024 in Review

Successful Portfolios sold out of FedEx (FDX) in Q2 2024, closing a stake of 787 shares — an estimated $228K sold.

Successful Portfolios first reported a position in FDX in Q3 2020 and held it in 12 quarters. The position peaked at $250K in Q2 2021. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

Successful Portfolios reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
Successful Portfolios sold 787 FedEx shares in Q2 2024, an estimated $228K.
Successful Portfolios first reported a position in FedEx in Q3 2020 and held it in 12 quarters.
Successful Portfolios's FedEx position peaked at $250K in Q2 2021.
1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Successful Portfolios's 13F filing for Q2 2024, filed 12 Jul 2024.