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Synergy Asset Management’s FedEx FDX Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-75
Closed -$20.5K – 321
2024
Q4 		$20.5K Buy
+75
New +$20.9K ﹤0.01% 361
2022
Q4 		– Sell
-5,314
Closed -$789K – 116
2022
Q3 		$789K Buy
+5,314
New +$1.12M 0.21% 65
2022
Q2 		– Sell
-2,351
Closed -$544K – 103
2022
Q1 		$544K Buy
2,351
+1,131
+93% +$266K 0.13% 70
2021
Q4 		$315K Sell
1,220
-146
-11% -$35K 0.07% 74
2021
Q3 		$299K Buy
+1,366
New +$371K 0.07% 77

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Asset Management's FDX Position: Q1 2025 in Review

Synergy Asset Management sold out of FedEx (FDX) in Q1 2025, closing a stake of 75 shares — an estimated $20.5K sold.

Synergy Asset Management first reported a position in FDX in Q3 2021 and held it in 5 quarters. The position peaked at $789K in Q3 2022. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Synergy Asset Management reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 75 FedEx shares in Q1 2025, an estimated $20.5K.
  • Synergy Asset Management first reported a position in FedEx in Q3 2021 and held it in 5 quarters.
  • Synergy Asset Management's FedEx position peaked at $789K in Q3 2022.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.