Worth Asset Management’s FedEx FDX Stock Holding History

Worth 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
2023 Q4	–	Sell	-7,195	Closed	-$1.91M	–	120
2023 Q3	$1.91M	Buy	7,195 +7,190	+143,800%	+$1.87M	1.54%	19
2023 Q2	$1.26K	Hold	5	–	–	﹤0.01%	408
2023 Q1	$1.16K	Hold	5	–	–	﹤0.01%	437
2022 Q4	$878	Sell	5 -11	-69%	-$1.83K	﹤0.01%	429
2022 Q3	$3K	Sell	16 -125	-89%	-$26.4K	﹤0.01%	384
2022 Q2	$32K	Sell	141 -55	-28%	-$11.7K	0.02%	248
2022 Q1	$41K	Buy	+196	New	+$46.1K	0.03%	228

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

Worth Asset Management's FDX Position: Q4 2023 in Review

Worth Asset Management sold out of FedEx (FDX) in Q4 2023, closing a stake of 7,195 shares — an estimated $1.91M sold.

Worth Asset Management first reported a position in FDX in Q1 2022 and held it in 7 quarters. The position peaked at $1.91M in Q3 2023. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

Worth Asset Management reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
Worth Asset Management sold 7,195 FedEx shares in Q4 2023, an estimated $1.91M.
Worth Asset Management first reported a position in FedEx in Q1 2022 and held it in 7 quarters.
Worth Asset Management's FedEx position peaked at $1.91M in Q3 2023.
1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Worth Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.