Sugarloaf Wealth Management’s FedEx FDX Stock Holding History

Sugarloaf Wealth Management’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 Q4	$1.97K	Hold	7	–	–	﹤0.01%	629
2024 Q3	$1.92K	Hold	7	–	–	﹤0.01%	621
2024 Q2	$2.1K	Hold	7	–	–	﹤0.01%	587
2024 Q1	$2.03K	Hold	7	–	–	﹤0.01%	592
2023 Q4	$1.77K	Hold	7	–	–	﹤0.01%	609
2023 Q3	$1.85K	Hold	7	–	–	﹤0.01%	603
2023 Q2	$1.74K	Hold	7	–	–	﹤0.01%	626
2023 Q1	$1.6K	Hold	7	–	–	﹤0.01%	628
2022 Q4	$1.21K	Hold	7	–	–	﹤0.01%	699
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	705
2022 Q2	$2K	Sell	7 -226	-97%	-$48.2K	﹤0.01%	695
2022 Q1	$54K	Buy	233 +11	+5%	+$2.58K	0.01%	273
2021 Q4	$57K	Buy	222 +140	+171%	+$33.6K	0.01%	274
2021 Q3	$18K	Buy	82 +48	+141%	+$13K	﹤0.01%	444
2021 Q2	$10K	Buy	34 +27	+386%	+$8.01K	﹤0.01%	498
2021 Q1	$2	Hold	7	–	–	﹤0.01%	671
2020 Q4	$2K	Hold	7	–	–	﹤0.01%	633
2020 Q3	$2K	Hold	7	–	–	﹤0.01%	610
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	635
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	643
2019 Q4	$1K	Buy	+7	New	+$1.08K	﹤0.01%	665

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

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

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

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

Sugarloaf Wealth Management's FDX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its FedEx (FDX) position steady in Q4 2024 at 7 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Sugarloaf Wealth Management first reported a position in FDX in Q4 2019 and has held it in 21 quarters since. The position peaked at $57K in Q4 2021. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

Sugarloaf Wealth Management held 7 shares of FedEx worth $1.97K as of Q4 2024.
Sugarloaf Wealth Management left its FedEx share count unchanged in Q4 2024.
FedEx made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #629 holding.
Sugarloaf Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's FedEx position peaked at $57K in Q4 2021.
1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.