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Banyan Partners’s FedEx FDX Stock Holding History

Banyan Partners’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
2014
Q3 		$4.39M Sell
27,180
-401
-1% -$60.9K 0.37% 73
2014
Q2 		$4.17M Sell
27,581
-5,527
-17% -$772K 0.35% 76
2014
Q1 		$4.39M Sell
33,108
-8,645
-21% -$1.17M 0.38% 66
2013
Q4 		$6M Sell
41,753
-7,177
-15% -$950K 0.42% 55
2013
Q3 		$5.58M Buy
48,930
+8,338
+21% +$900K 0.49% 45
2013
Q2 		$4M Buy
+40,592
New +$3.94M 0.79% 48

Other funds holding FDX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Banyan Partners's FDX Position: Q3 2014 in Review

Banyan Partners reduced its FedEx (FDX) stake by 1.5% in Q3 2014, selling an estimated $60.9K and leaving 27,180 shares worth $4.39M. The position accounts for 0.37% of the portfolio, ranked #73.

Banyan Partners first reported a position in FDX in Q2 2013 and has held it in 6 quarters since. The position peaked at $6M in Q4 2013. 857 funds tracked by Wall St. Rank hold FDX as of Q3 2014.

  • Banyan Partners held 27,180 shares of FedEx worth $4.39M as of Q3 2014.
  • Banyan Partners sold 401 FedEx shares in Q3 2014, an estimated $60.9K.
  • FedEx made up 0.37% of Banyan Partners's portfolio in Q3 2014, its #73 holding.
  • Banyan Partners first reported a position in FedEx in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's FedEx position peaked at $6M in Q4 2013.
  • 857 funds tracked by Wall St. Rank held FedEx as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.