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Caldwell & Orkin’s FedEx FDX Stock Holding History

Caldwell & Orkin’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
2015
Q3 		– Sell
-5,445
Closed -$928K – 78
2015
Q2 		$928K Sell
5,445
-370
-6% -$64.4K 0.54% 57
2015
Q1 		$962K Sell
5,815
-20,885
-78% -$3.63M 0.54% 65
2014
Q4 		$4.64M Buy
+26,700
New +$4.52M 2.6% 11

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Caldwell & Orkin's FDX Position: Q3 2015 in Review

Caldwell & Orkin sold out of FedEx (FDX) in Q3 2015, closing a stake of 5,445 shares — an estimated $928K sold.

Caldwell & Orkin first reported a position in FDX in Q4 2014 and held it in 3 quarters. The position peaked at $4.64M in Q4 2014. 967 funds tracked by Wall St. Rank hold FDX as of Q3 2015.

  • Caldwell & Orkin reported no remaining FedEx position as of Q3 2015 after selling out during the quarter.
  • Caldwell & Orkin sold 5,445 FedEx shares in Q3 2015, an estimated $928K.
  • Caldwell & Orkin first reported a position in FedEx in Q4 2014 and held it in 3 quarters.
  • Caldwell & Orkin's FedEx position peaked at $4.64M in Q4 2014.
  • 967 funds tracked by Wall St. Rank held FedEx as of Q3 2015.

Based on Caldwell & Orkin's 13F filing for Q3 2015, filed 6 Nov 2015.