WIM
FDX icon

Wittenberg Investment Management’s FedEx FDX Stock Holding History

Wittenberg Investment 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
2024
Q3 		– Sell
-700
Closed -$210K – 82
2024
Q2 		$210K Hold
700
– – 0.07% 76
2024
Q1 		$203K Buy
+700
New +$175K 0.07% 76

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wittenberg Investment Management's FDX Position: Q3 2024 in Review

Wittenberg Investment Management sold out of FedEx (FDX) in Q3 2024, closing a stake of 700 shares — an estimated $210K sold.

Wittenberg Investment Management first reported a position in FDX in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q2 2024. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Wittenberg Investment Management reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • Wittenberg Investment Management sold 700 FedEx shares in Q3 2024, an estimated $210K.
  • Wittenberg Investment Management first reported a position in FedEx in Q1 2024 and held it in 2 quarters.
  • Wittenberg Investment Management's FedEx position peaked at $210K in Q2 2024.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Wittenberg Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.