FDX β€” FEDEX CORP

Ownership history in AIA Group Ltd  Β·  20 quarters on record

This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in FEDEX CORP (FDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2020 Q4)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
20

Position Intelligence

AIA Group Ltd Γ— FDX AI Analytics

πŸ“‰ AIA Group Ltd underperformed the S&P 500 by –17.1% annually on this FDX position. Timing score: 47% (9/19 decisions correct). Average cost basis: $239.73. Maximum drawdown during holding period: –49.2%.

πŸ“ˆ Position Alpha vs SPY
-17.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 17.1% ann.
10 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct

πŸ’° Entry Quality
$239.73
-2.5% vs current ($233.66)

Best entry: $199.96 (2021 Q3)  Β·  Worst: $288.88 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–49.2%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
60%
buy-side decisions

12 adds Β· 8 trims. Bought during 6 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FDX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,733 +3,455 +151.7% 0.02% $1.4M $233.66
2025 Q2 REDUCED 2,278 -11,878 -83.9% 0.01% $518K $223.80
2025 Q1 ADDED 14,156 +552 +4.1% 0.08% $3.5M $238.48
2024 Q4 REDUCED 13,604 -1,525 -10.1% 0.09% $3.8M $273.72
2024 Q3 ADDED 15,129 +1,976 +15.0% 0.11% $4.1M $264.97
2024 Q2 ADDED 13,153 +2,188 +20.0% 0.12% $3.9M $288.88
2024 Q1 REDUCED 10,965 -1,477 -11.9% 0.10% $3.2M $277.63
2023 Q4 ADDED 12,442 +7,300 +142.0% 0.13% $3.1M $241.17
2023 Q3 ADDED 5,142 +1,065 +26.1% 0.07% $1.4M $251.38
2023 Q2 ADDED 4,077 +1,635 +67.0% 0.05% $1.0M $234.07
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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