True North Advisors’s FedEx FDX Stock Holding History

True North 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 Q4	–	Sell	-8,187	Closed	-$2.17M	–	202
2023 Q3	$2.17M	Sell	8,187 -3,533	-30%	-$918K	0.67%	25
2023 Q2	$2.91M	Hold	11,720	–	–	0.82%	19
2023 Q1	$2.68M	Hold	11,720	–	–	0.79%	26
2022 Q4	$2.03M	Buy	11,720 +1,000	+9%	+$166K	0.69%	37
2022 Q3	$1.59M	Hold	10,720	–	–	0.52%	45
2022 Q2	$2.43M	Buy	10,720 +20	+0.2%	+$4.27K	0.76%	32
2022 Q1	$2.48M	Buy	10,700 +592	+6%	+$139K	0.67%	35
2021 Q4	$2.61M	Buy	10,108 +100	+1%	+$24K	0.44%	54
2021 Q3	$2.19M	Hold	10,008	–	–	0.43%	55
2021 Q2	$2.98M	Hold	10,008	–	–	0.62%	35
2021 Q1	$2.84M	Hold	10,008	–	–	0.67%	31
2020 Q4	$2.6M	Hold	10,008	–	–	0.67%	38
2020 Q3	$2.52M	Hold	10,008	–	–	0.73%	34
2020 Q2	$1.4M	Buy	+10,008	New	+$1.26M	0.34%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 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

True North Advisors's FDX Position: Q4 2023 in Review

True North Advisors sold out of FedEx (FDX) in Q4 2023, closing a stake of 8,187 shares — an estimated $2.17M sold.

True North Advisors first reported a position in FDX in Q2 2020 and held it in 14 quarters. The position peaked at $2.98M in Q2 2021. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

True North Advisors reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
True North Advisors sold 8,187 FedEx shares in Q4 2023, an estimated $2.17M.
True North Advisors first reported a position in FedEx in Q2 2020 and held it in 14 quarters.
True North Advisors's FedEx position peaked at $2.98M in Q2 2021.
1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on True North Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.