Trillium Asset Management’s FedEx FDX Stock Holding History

Trillium 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
2022 Q2	–	Sell	-872	Closed	-$202K	–	231
2022 Q1	$202K	Hold	872	–	–	0.01%	235
2021 Q4	$226K	Sell	872 -64	-7%	-$15.4K	0.01%	241
2021 Q3	$205K	Buy	936 +28	+3%	+$7.6K	0.01%	239
2021 Q2	$271K	Hold	908	–	–	0.01%	224
2021 Q1	$258K	Buy	908 +62	+7%	+$16K	0.01%	223
2020 Q4	$220K	Hold	846	–	–	0.01%	227
2020 Q3	$213K	Buy	+846	New	+$169K	0.01%	219
2016 Q1	–	Sell	-1,436	Closed	-$214K	–	219
2015 Q4	$214K	Buy	+1,436	New	+$222K	0.01%	205

Other funds holding FDX

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trillium Asset Management's FDX Position: Q2 2022 in Review

Trillium Asset Management sold out of FedEx (FDX) in Q2 2022, closing a stake of 872 shares — an estimated $202K sold.

Trillium Asset Management first reported a position in FDX in Q4 2015 and held it in 8 quarters. The position peaked at $271K in Q2 2021. 1,645 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

Trillium Asset Management reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
Trillium Asset Management sold 872 FedEx shares in Q2 2022, an estimated $202K.
Trillium Asset Management first reported a position in FedEx in Q4 2015 and held it in 8 quarters.
Trillium Asset Management's FedEx position peaked at $271K in Q2 2021.
1,645 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Trillium Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.