ZIMP
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Zimmermann Investment Management & Planning’s FedEx FDX Stock Holding History

Zimmermann Investment Management & Planning’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
2022
Q3 		– Sell
-2,090
Closed -$474K – 94
2022
Q2 		$474K Buy
2,090
+153
+8% +$32.6K 0.32% 63
2022
Q1 		$448K Buy
1,937
+59
+3% +$13.9K 0.27% 61
2021
Q4 		$486K Buy
+1,878
New +$451K 0.27% 61

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Zimmermann Investment Management & Planning's FDX Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of FedEx (FDX) in Q3 2022, closing a stake of 2,090 shares — an estimated $474K sold.

Zimmermann Investment Management & Planning first reported a position in FDX in Q4 2021 and held it in 3 quarters. The position peaked at $486K in Q4 2021. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,090 FedEx shares in Q3 2022, an estimated $474K.
  • Zimmermann Investment Management & Planning first reported a position in FedEx in Q4 2021 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's FedEx position peaked at $486K in Q4 2021.
  • 1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.