Transform Wealth’s FedEx FDX Stock Holding History

Transform 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
2021 Q4	–	Sell	-17,749	Closed	-$3.89M	–	224
2021 Q3	$3.89M	Buy	17,749 +657	+4%	+$178K	0.45%	69
2021 Q2	$5.1M	Buy	+17,092	New	+$5.07M	0.62%	58
2018 Q4	–	Sell	-12,481	Closed	-$3M	–	185
2018 Q3	$3M	Buy	12,481 +960	+8%	+$232K	0.52%	70
2018 Q2	$2.62M	Buy	11,521 +1,090	+10%	+$270K	0.47%	72
2018 Q1	$2.5M	Buy	10,431 +621	+6%	+$157K	0.48%	74
2017 Q4	$2.45M	Buy	9,810 +718	+8%	+$164K	0.45%	78
2017 Q3	$2.05M	Buy	9,092 +132	+1%	+$28.1K	0.72%	39
2017 Q2	$1.95M	Buy	8,960 +525	+6%	+$104K	2.19%	13
2017 Q1	$1.65M	Buy	8,435 +809	+11%	+$155K	0.62%	45
2016 Q4	$1.42M	Buy	7,626 +342	+5%	+$62.8K	0.56%	51
2016 Q3	$1.27M	Buy	7,284 +259	+4%	+$42.4K	0.55%	59
2016 Q2	$1.07M	Buy	+7,025	New	+$1.14M	0.45%	74

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Transform Wealth's FDX Position: Q4 2021 in Review

Transform Wealth sold out of FedEx (FDX) in Q4 2021, closing a stake of 17,749 shares — an estimated $3.89M sold.

Transform Wealth first reported a position in FDX in Q2 2016 and held it in 12 quarters. The position peaked at $5.1M in Q2 2021. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

Transform Wealth reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
Transform Wealth sold 17,749 FedEx shares in Q4 2021, an estimated $3.89M.
Transform Wealth first reported a position in FedEx in Q2 2016 and held it in 12 quarters.
Transform Wealth's FedEx position peaked at $5.1M in Q2 2021.
1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Transform Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.