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Ziegler Capital Management’s FedEx FDX Stock Holding History

Ziegler Capital 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
Q1 		$2M Sell
6,997
-414
-6% -$104K 0.08% 214
2023
Q4 		$1.87M Sell
7,411
-528
-7% -$134K 0.09% 229
2023
Q3 		$2.1M Sell
7,939
-226
-3% -$58.8K 0.08% 213
2023
Q2 		$2.02M Buy
8,165
+2,338
+40% +$535K 0.08% 227
2023
Q1 		$1.34M Buy
+5,827
New +$1.18M 0.05% 250

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ziegler Capital Management's FDX Position: Q1 2024 in Review

Ziegler Capital Management reduced its FedEx (FDX) stake by 5.6% in Q1 2024, selling an estimated $104K and leaving 6,997 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #214.

Ziegler Capital Management first reported a position in FDX in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.1M in Q3 2023. 1,748 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Ziegler Capital Management held 6,997 shares of FedEx worth $2M as of Q1 2024.
  • Ziegler Capital Management sold 414 FedEx shares in Q1 2024, an estimated $104K.
  • FedEx made up 0.08% of Ziegler Capital Management's portfolio in Q1 2024, its #214 holding.
  • Ziegler Capital Management first reported a position in FedEx in Q1 2023 and has held it in 5 quarters since.
  • Ziegler Capital Management's FedEx position peaked at $2.1M in Q3 2023.
  • 1,748 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.