Wunderlich Capital Managemnt’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.45M | Buy |
11,490
+495
| +5% | +$129K | 1.54% | 25 |
|
|
2024
Q1 | $3.19M | Sell |
10,995
-663
| -6% | -$166K | 1.44% | 30 |
|
|
2023
Q4 | $2.95M | Sell |
11,658
-340
| -3% | -$86.4K | 1.33% | 35 |
|
|
2023
Q3 | $3.18M | Sell |
11,998
-87
| -0.7% | -$22.6K | 1.57% | 29 |
|
|
2023
Q2 | $3M | Sell |
12,085
-58
| -0.5% | -$13.3K | 1.47% | 31 |
|
|
2023
Q1 | $2.77M | Buy |
12,143
+21
| +0.2% | +$4.26K | 1.44% | 32 |
|
|
2022
Q4 | $2.1M | Sell |
12,122
-123
| -1% | -$20.4K | 1.17% | 44 |
|
|
2022
Q3 | $1.82M | Buy |
12,245
+646
| +6% | +$136K | 1.16% | 42 |
|
|
2022
Q2 | $2.63M | Sell |
11,599
-1,486
| -11% | -$317K | 1.53% | 21 |
|
|
2022
Q1 | $3.03M | Buy |
13,085
+1,532
| +13% | +$360K | 1.43% | 24 |
|
|
2021
Q4 | $2.99M | Buy |
11,553
+32
| +0.3% | +$7.68K | 1.33% | 34 |
|
|
2021
Q3 | $2.53M | Buy |
11,521
+181
| +2% | +$49.1K | 1.22% | 39 |
|
|
2021
Q2 | $3.38M | Buy |
11,340
+4
| +0% | +$1.19K | 1.71% | 17 |
|
|
2021
Q1 | $3.22M | Sell |
11,336
-164
| -1% | -$42.2K | 1.76% | 15 |
|
|
2020
Q4 | $2.99M | Sell |
11,500
-243
| -2% | -$67.3K | 1.65% | 16 |
|
|
2020
Q3 | $2.95M | Buy |
11,743
+33
| +0.3% | +$6.6K | 1.83% | 13 |
|
|
2020
Q2 | $1.64M | Buy |
+11,710
| New | +$1.47M | 1.15% | 37 |
|
|
2020
Q1 | – | Sell |
-14,009
| Closed | -$2.12M | – | 79 |
|
|
2019
Q4 | $2.12M | Sell |
14,009
-104
| -0.7% | -$16K | 1.33% | 30 |
|
|
2019
Q3 | $2.05M | Buy |
14,113
+1,084
| +8% | +$175K | 1.41% | 28 |
|
|
2019
Q2 | $2.14M | Buy |
13,029
+300
| +2% | +$52.5K | 1.42% | 23 |
|
|
2019
Q1 | $2.31M | Sell |
12,729
-818
| -6% | -$145K | 1.61% | 11 |
|
|
2018
Q4 | $2.19M | Sell |
13,547
-57
| -0.4% | -$12.1K | 1.68% | 8 |
|
|
2018
Q3 | $3.28M | Sell |
13,604
-655
| -5% | -$159K | 2.32% | 4 |
|
|
2018
Q2 | $3.47M | Sell |
14,259
-199
| -1% | -$49.3K | 2.41% | 4 |
|
|
2018
Q1 | $3.47M | Sell |
14,458
-895
| -6% | -$226K | 2.38% | 4 |
|
|
2017
Q4 | $3.83M | Buy |
15,353
+91
| +0.6% | +$20.8K | 2.65% | 3 |
|
|
2017
Q3 | $3.44M | Sell |
15,262
-139
| -0.9% | -$29.6K | 2.57% | 4 |
|
|
2017
Q2 | $3.35M | Sell |
15,401
-228
| -1% | -$45K | 2.5% | 4 |
|
|
2017
Q1 | $3.05M | Sell |
15,629
-691
| -4% | -$132K | 2.38% | 4 |
|
|
2016
Q4 | $3.04M | Sell |
16,320
-351
| -2% | -$64.4K | 2.47% | 4 |
|
|
2016
Q3 | $2.91M | Buy |
16,671
+244
| +1% | +$39.9K | 2.32% | 5 |
|
|
2016
Q2 | $2.49M | Buy |
16,427
+46
| +0.3% | +$7.46K | 2.11% | 5 |
|
|
2016
Q1 | $2.67M | Buy |
16,381
+187
| +1% | +$26K | 2.29% | 5 |
|
|
2015
Q4 | $2.41M | Buy |
16,194
+482
| +3% | +$74.6K | 2.07% | 5 |
|
|
2015
Q3 | $2.26M | Buy |
+15,712
| New | +$2.51M | 2.09% | 5 |
|
Other funds holding FDX
Wunderlich Capital Managemnt's FDX Position: Q2 2024 in Review
Wunderlich Capital Managemnt increased its FedEx (FDX) stake by 4.5% in Q2 2024, buying an estimated $129K and bringing the position to 11,490 shares worth $3.45M. The position accounts for 1.54% of the portfolio, ranked #25.
Wunderlich Capital Managemnt first reported a position in FDX in Q3 2015 and has held it in 35 quarters since. The position peaked at $3.83M in Q4 2017. 1,785 funds tracked by Wall St. Rank hold FDX as of Q2 2024.
- Wunderlich Capital Managemnt held 11,490 shares of FedEx worth $3.45M as of Q2 2024.
- Wunderlich Capital Managemnt bought 495 FedEx shares in Q2 2024, an estimated $129K.
- FedEx made up 1.54% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #25 holding.
- Wunderlich Capital Managemnt first reported a position in FedEx in Q3 2015 and has held it in 35 quarters since.
- Wunderlich Capital Managemnt's FedEx position peaked at $3.83M in Q4 2017.
- 1,785 funds tracked by Wall St. Rank held FedEx as of Q2 2024.
Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.