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Allen Investment Management’s FedEx FDX Stock Holding History

Allen 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
2017
Q2 		– Sell
-3,809
Closed -$743K – 216
2017
Q1 		$743K Buy
3,809
+78
+2% +$14.9K 0.04% 117
2016
Q4 		$695K Sell
3,731
-847
-19% -$155K 0.04% 116
2016
Q3 		$800K Sell
4,578
-112
-2% -$18.3K 0.05% 104
2016
Q2 		$712K Sell
4,690
-2,353
-33% -$382K 0.05% 109
2016
Q1 		$1.15M Buy
7,043
+279
+4% +$38.8K 0.09% 80
2015
Q4 		$1.01M Sell
6,764
-188
-3% -$29.1K 0.08% 83
2015
Q3 		$1M Buy
6,952
+247
+4% +$39.4K 0.1% 93
2015
Q2 		$1.14M Buy
6,705
+3,499
+109% +$609K 0.11% 88
2015
Q1 		$530K Buy
3,206
+686
+27% +$119K 0.04% 139
2014
Q4 		$438K Buy
2,520
+709
+39% +$120K 0.03% 146
2014
Q3 		$292K Buy
1,811
+54
+3% +$8.2K 0.02% 165
2014
Q2 		$266K Buy
1,757
+224
+15% +$31.3K 0.03% 113
2014
Q1 		$203K Buy
+1,533
New +$208K 0.03% 119

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allen Investment Management's FDX Position: Q2 2017 in Review

Allen Investment Management sold out of FedEx (FDX) in Q2 2017, closing a stake of 3,809 shares — an estimated $743K sold.

Allen Investment Management first reported a position in FDX in Q1 2014 and held it in 13 quarters. The position peaked at $1.15M in Q1 2016. 1,186 funds tracked by Wall St. Rank hold FDX as of Q2 2017.

  • Allen Investment Management reported no remaining FedEx position as of Q2 2017 after selling out during the quarter.
  • Allen Investment Management sold 3,809 FedEx shares in Q2 2017, an estimated $743K.
  • Allen Investment Management first reported a position in FedEx in Q1 2014 and held it in 13 quarters.
  • Allen Investment Management's FedEx position peaked at $1.15M in Q1 2016.
  • 1,186 funds tracked by Wall St. Rank held FedEx as of Q2 2017.

Based on Allen Investment Management's 13F filing for Q2 2017, filed 8 Aug 2017.