Advantage Investment Management’s FedEx FDX Stock Holding History

Advantage Investment 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
2019 Q3	$102K	Sell	704 -334	-32%	-$53.9K	0.08%	230
2019 Q2	$170K	Sell	1,038 -1,809	-64%	-$317K	0.13%	162
2019 Q1	$516K	Sell	2,847 -138	-5%	-$24.4K	0.41%	45
2018 Q4	$482K	Sell	2,985 -64	-2%	-$13.5K	0.36%	51
2018 Q3	$734K	Buy	3,049 +218	+8%	+$52.8K	0.48%	40
2018 Q2	$643K	Hold	2,831	–	–	0.47%	43
2018 Q1	$680K	Sell	2,831 -25	-0.9%	-$6.32K	0.26%	85
2017 Q4	$713K	Sell	2,856 -66	-2%	-$15.1K	0.22%	95
2017 Q3	$659K	Buy	2,922 +199	+7%	+$42.4K	0.21%	92
2017 Q2	$592K	Buy	2,723 +15	+0.6%	+$2.96K	0.21%	89
2017 Q1	$528K	Buy	2,708 +1,865	+221%	+$356K	0.21%	92
2016 Q4	$157K	Hold	843	–	–	0.06%	161
2016 Q3	$147K	Sell	843 -407	-33%	-$66.6K	0.05%	166
2016 Q2	$190K	Sell	1,250 -12	-1%	-$1.95K	0.09%	134
2016 Q1	$205K	Buy	1,262 +429	+52%	+$59.7K	0.09%	120
2015 Q4	$124K	Hold	833	–	–	0.06%	195
2015 Q3	$120K	Hold	833	–	–	0.07%	181
2015 Q2	$142K	Buy	833 +50	+6%	+$8.7K	0.07%	184
2015 Q1	$130K	Buy	783 +50	+7%	+$8.68K	0.07%	186
2014 Q4	$127K	Buy	+733	New	+$124K	0.09%	176

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advantage Investment Management's FDX Position: Q3 2019 in Review

Advantage Investment Management reduced its FedEx (FDX) stake by 32% in Q3 2019, selling an estimated $53.9K and leaving 704 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #230.

Advantage Investment Management first reported a position in FDX in Q4 2014 and has held it in 20 quarters since. The position peaked at $734K in Q3 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

Advantage Investment Management held 704 shares of FedEx worth $102K as of Q3 2019.
Advantage Investment Management sold 334 FedEx shares in Q3 2019, an estimated $53.9K.
FedEx made up 0.08% of Advantage Investment Management's portfolio in Q3 2019, its #230 holding.
Advantage Investment Management first reported a position in FedEx in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's FedEx position peaked at $734K in Q3 2018.
1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.