FDX FEDEX CORP

Ownership history in ELLERSON GROUP INC /ADV  ·  13 quarters on record

AI Ownership Summary

ELLERSON GROUP INC /ADV reported FEDEX CORP (FDX) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.25% in 2023 Q4. The latest visible filing shows FDX at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELLERSON GROUP INC /ADV's position in FEDEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDX was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.25% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ELLERSON GROUP INC /ADV held FDX — position size vs. price
% of Fund (quarterly)    FDX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,847 -52 -0.7% 1.53% $2.3M 2026-02-14 (Est.) $373.21
2025 Q3 REDUCED 7,899 -7,321 -48.1% 1.16% $1.9M 2025-11-10 $251.58
2025 Q2 UNCHANGED 15,220 0% 2.95% $3.7M 2025-08-07 $221.19
2025 Q1 REDUCED 15,220 -1,676 -9.9% 2.95% $3.7M 2025-05-12 $227.89
2024 Q4 REDUCED 16,896 -500 -2.9% 3.47% $4.8M 2025-02-07 $249.15
2024 Q3 REDUCED 17,396 -721 -4.0% 3.74% $4.8M 2024-11-12 $278.12
2024 Q2 REDUCED 18,117 -445 -2.4% 4.13% $5.4M 2024-08-07 $267.96
2024 Q1 REDUCED 18,562 -828 -4.3% 4.11% $5.4M 2024-05-08 $247.22
2023 Q4 ADDED 19,390 +50 +0.3% 4.25% $4.9M 2024-02-06 $230.07
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ELLERSON GROUP INC /ADV and FDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELLERSON GROUP INC /ADV reported owning FDX?

ELLERSON GROUP INC /ADV reported FDX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FDX position in ELLERSON GROUP INC /ADV's portfolio?

The largest reported portfolio weight for FDX was 4.25% in 2023 Q4.

What is the latest reported FDX position on this page?

The most recent filing on this page is 2025 Q4, when ELLERSON GROUP INC /ADV reported 7,847 shares, equal to 1.53% of portfolio, with an estimated market value of $2.3M.

What does the chart on this FDX ownership page compare?

The chart compares ELLERSON GROUP INC /ADV's quarterly FDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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