Surience Private Wealth’s FedEx FDX Stock Holding History

Surience Private Wealth’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	-11,638	Closed	-$2.89M	–	23
2023 Q2	$2.89M	Buy	+11,638	New	+$2.66M	4.13%	5

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

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

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

Surience Private Wealth's FDX Position: Q3 2023 in Review

Surience Private Wealth sold out of FedEx (FDX) in Q3 2023, closing a stake of 11,638 shares — an estimated $2.89M sold.

Surience Private Wealth first reported a position in FDX in Q2 2023 and held it in 1 quarter. The position peaked at $2.89M in Q2 2023. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Surience Private Wealth reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
Surience Private Wealth sold 11,638 FedEx shares in Q3 2023, an estimated $2.89M.
Surience Private Wealth first reported a position in FedEx in Q2 2023 and held it in 1 quarter.
Surience Private Wealth's FedEx position peaked at $2.89M in Q2 2023.
1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.