Williams & Novak’s FedEx FDX Stock Holding History

Williams & Novak’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
2024 Q4	–	Sell	-867	Closed	-$237K	–	131
2024 Q3	$237K	Buy	+867	New	+$252K	0.22%	94

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Williams & Novak's FDX Position: Q4 2024 in Review

Williams & Novak sold out of FedEx (FDX) in Q4 2024, closing a stake of 867 shares — an estimated $237K sold.

Williams & Novak first reported a position in FDX in Q3 2024 and held it in 1 quarter. The position peaked at $237K in Q3 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

Williams & Novak reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
Williams & Novak sold 867 FedEx shares in Q4 2024, an estimated $237K.
Williams & Novak first reported a position in FedEx in Q3 2024 and held it in 1 quarter.
Williams & Novak's FedEx position peaked at $237K in Q3 2024.
1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Williams & Novak's 13F filing for Q4 2024, filed 23 Jan 2025.