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Beach Investment Management’s FedEx FDX Stock Holding History

Beach 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
2018
Q4 		– Sell
-5,970
Closed -$1.44M – 39
2018
Q3 		$1.44M Sell
5,970
-2,440
-29% -$591K 2.24% 19
2018
Q2 		$1.91M Sell
8,410
-1,960
-19% -$486K 3.15% 13
2018
Q1 		$2.49M Hold
10,370
– – 4.03% 7
2017
Q4 		$2.59M Buy
10,370
+5,100
+97% +$1.17M 3.96% 7
2017
Q3 		$1.19M Buy
5,270
+1,430
+37% +$304K 2.07% 20
2017
Q2 		$835K Buy
+3,840
New +$758K 1.26% 32

Other funds holding FDX

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Beach Investment Management's FDX Position: Q4 2018 in Review

Beach Investment Management sold out of FedEx (FDX) in Q4 2018, closing a stake of 5,970 shares — an estimated $1.44M sold.

Beach Investment Management first reported a position in FDX in Q2 2017 and held it in 6 quarters. The position peaked at $2.59M in Q4 2017. 1,377 funds tracked by Wall St. Rank hold FDX as of Q4 2018.

  • Beach Investment Management reported no remaining FedEx position as of Q4 2018 after selling out during the quarter.
  • Beach Investment Management sold 5,970 FedEx shares in Q4 2018, an estimated $1.44M.
  • Beach Investment Management first reported a position in FedEx in Q2 2017 and held it in 6 quarters.
  • Beach Investment Management's FedEx position peaked at $2.59M in Q4 2017.
  • 1,377 funds tracked by Wall St. Rank held FedEx as of Q4 2018.

Based on Beach Investment Management's 13F filing for Q4 2018, filed 1 Feb 2019.