Zega Financial’s FedEx FDX Stock Holding History

Zega Financial’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	-1,708	Closed	-$512K	–	123
2024 Q2	$512K	Buy	1,708 +102	+6%	+$26.7K	0.09%	75
2024 Q1	$465K	Sell	1,606 -98	-6%	-$24.5K	0.16%	66
2023 Q4	$431K	Buy	+1,704	New	+$433K	0.14%	58

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Zega Financial's FDX Position: Q3 2024 in Review

Zega Financial sold out of FedEx (FDX) in Q3 2024, closing a stake of 1,708 shares — an estimated $512K sold.

Zega Financial first reported a position in FDX in Q4 2023 and held it in 3 quarters. The position peaked at $512K in Q2 2024. 1,724 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

Zega Financial reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
Zega Financial sold 1,708 FedEx shares in Q3 2024, an estimated $512K.
Zega Financial first reported a position in FedEx in Q4 2023 and held it in 3 quarters.
Zega Financial's FedEx position peaked at $512K in Q2 2024.
1,724 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.