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Windsor Wealth Management’s FedEx FDX Stock Holding History

Windsor Wealth 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
-1,290
Closed -$260K – 185
2022
Q1 		$260K Sell
1,290
-22
-2% -$5.17K 0.05% 198
2021
Q4 		$348K Buy
1,312
+249
+23% +$59.8K 0.06% 176
2021
Q3 		$237K Buy
1,063
+107
+11% +$29K 0.05% 201
2021
Q2 		$285K Buy
956
+214
+29% +$63.5K 0.06% 180
2021
Q1 		$211K Buy
+742
New +$191K 0.05% 194
2020
Q4 		– Sell
-774
Closed -$215K – 191
2020
Q3 		$215K Buy
+774
New +$155K 0.06% 180
2018
Q4 		– Sell
-1,039
Closed -$250K – 136
2018
Q3 		$250K Buy
+1,039
New +$252K 0.16% 115

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windsor Wealth Management's FDX Position: Q2 2022 in Review

Windsor Wealth Management sold out of FedEx (FDX) in Q2 2022, closing a stake of 1,290 shares — an estimated $260K sold.

Windsor Wealth Management first reported a position in FDX in Q3 2018 and held it in 7 quarters. The position peaked at $348K in Q4 2021. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • Windsor Wealth Management reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 1,290 FedEx shares in Q2 2022, an estimated $260K.
  • Windsor Wealth Management first reported a position in FedEx in Q3 2018 and held it in 7 quarters.
  • Windsor Wealth Management's FedEx position peaked at $348K in Q4 2021.
  • 1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

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