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Sweet Financial Partners’s FedEx FDX Stock Holding History

Sweet Financial 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
Q3 		$316K Sell
1,156
-4
-0.3% -$1.16K 0.07% 163
2024
Q2 		$348K Hold
1,160
– – 0.08% 148
2024
Q1 		$336K Buy
1,160
+120
+12% +$30K 0.08% 153
2023
Q4 		$263K Sell
1,040
-50
-5% -$12.7K 0.06% 166
2023
Q3 		$289K Hold
1,090
– – 0.08% 146
2023
Q2 		$270K Hold
1,090
– – 0.07% 148
2023
Q1 		$249K Buy
+1,090
New +$221K 0.07% 156

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sweet Financial Partners's FDX Position: Q3 2024 in Review

Sweet Financial Partners reduced its FedEx (FDX) stake by 0.34% in Q3 2024, selling an estimated $1.16K and leaving 1,156 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #163.

Sweet Financial Partners first reported a position in FDX in Q1 2023 and has held it in 7 quarters since. The position peaked at $348K in Q2 2024. 1,726 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Sweet Financial Partners held 1,156 shares of FedEx worth $316K as of Q3 2024.
  • Sweet Financial Partners sold 4 FedEx shares in Q3 2024, an estimated $1.16K.
  • FedEx made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #163 holding.
  • Sweet Financial Partners first reported a position in FedEx in Q1 2023 and has held it in 7 quarters since.
  • Sweet Financial Partners's FedEx position peaked at $348K in Q2 2024.
  • 1,726 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.