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Summit Place Financial Advisors’s FedEx FDX Stock Holding History

Summit Place Financial Advisors’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
2021
Q4 		– Sell
-7,259
Closed -$1.59M – 102
2021
Q3 		$1.59M Buy
7,259
+417
+6% +$113K 1.16% 38
2021
Q2 		$2.04M Buy
6,842
+1,788
+35% +$531K 1.5% 33
2021
Q1 		$1.44M Buy
+5,054
New +$1.3M 1.16% 42

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Place Financial Advisors's FDX Position: Q4 2021 in Review

Summit Place Financial Advisors sold out of FedEx (FDX) in Q4 2021, closing a stake of 7,259 shares — an estimated $1.59M sold.

Summit Place Financial Advisors first reported a position in FDX in Q1 2021 and held it in 3 quarters. The position peaked at $2.04M in Q2 2021. 1,685 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Summit Place Financial Advisors reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
  • Summit Place Financial Advisors sold 7,259 FedEx shares in Q4 2021, an estimated $1.59M.
  • Summit Place Financial Advisors first reported a position in FedEx in Q1 2021 and held it in 3 quarters.
  • Summit Place Financial Advisors's FedEx position peaked at $2.04M in Q2 2021.
  • 1,685 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Summit Place Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.