Tiedemann Advisors’s FedEx FDX Stock Holding History

Tiedemann 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
2023 Q3	$229K	Sell	862 -75	-8%	-$19.5K	0.01%	251
2023 Q2	$233K	Buy	+937	New	+$214K	0.01%	230
2022 Q2	–	Sell	-876	Closed	-$202K	–	262
2022 Q1	$202K	Buy	876 +14	+2%	+$3.29K	0.01%	271
2021 Q4	$223K	Buy	+862	New	+$207K	0.01%	261
2021 Q3	–	Sell	-863	Closed	-$257K	–	322
2021 Q2	$257K	Sell	863 -79	-8%	-$23.4K	0.01%	308
2021 Q1	$268K	Buy	942 +80	+9%	+$20.6K	0.01%	277
2020 Q4	$224K	Hold	862	–	–	0.01%	290
2020 Q3	$217K	Buy	+862	New	+$172K	0.01%	297
2019 Q2	–	Sell	-5,715	Closed	-$1.04M	–	343
2019 Q1	$1.04M	Buy	5,715 +13	+0.2%	+$2.3K	0.05%	214
2018 Q4	$924K	Sell	5,702 -15	-0.3%	-$3.17K	0.05%	215
2018 Q3	$1.38M	Hold	5,717	–	–	0.08%	141
2018 Q2	$1.3M	Buy	5,717 +135	+2%	+$33.4K	0.08%	140
2018 Q1	$1.34M	Buy	5,582 +4,500	+416%	+$1.14M	0.09%	122
2017 Q4	$271K	Sell	1,082 -550	-34%	-$126K	0.02%	193
2017 Q3	$368K	Buy	+1,632	New	+$347K	0.03%	257

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

Tiedemann Advisors's FDX Position: Q3 2023 in Review

Tiedemann Advisors reduced its FedEx (FDX) stake by 8% in Q3 2023, selling an estimated $19.5K and leaving 862 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #251.

Tiedemann Advisors first reported a position in FDX in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.38M in Q3 2018. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Tiedemann Advisors held 862 shares of FedEx worth $229K as of Q3 2023.
Tiedemann Advisors sold 75 FedEx shares in Q3 2023, an estimated $19.5K.
FedEx made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #251 holding.
Tiedemann Advisors first reported a position in FedEx in Q3 2017 and has held it in 15 quarters since.
Tiedemann Advisors's FedEx position peaked at $1.38M in Q3 2018.
1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.