Calvert Investment Management’s FedEx FDX Stock Holding History

Calvert 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
2015 Q4	–	Sell	-207,901	Closed	-$29.9M	–	714
2015 Q3	$29.9M	Sell	207,901 -7,064	-3%	-$1.13M	1.49%	15
2015 Q2	$36.6M	Buy	214,965 +155,734	+263%	+$27.1M	1.62%	12
2015 Q1	$9.8M	Buy	59,231 +3,376	+6%	+$586K	0.63%	45
2014 Q4	$9.7M	Buy	55,855 +4,104	+8%	+$694K	0.66%	37
2014 Q3	$8.36M	Sell	51,751 -116,921	-69%	-$17.8M	0.62%	46
2014 Q2	$25.5M	Sell	168,672 -1,915	-1%	-$267K	1.71%	11
2014 Q1	$22.6M	Buy	170,587 +25,006	+17%	+$3.4M	1.6%	11
2013 Q4	$20.9M	Buy	145,581 +110,874	+319%	+$14.7M	1.53%	11
2013 Q3	$3.96M	Sell	34,707 -64	-0.2%	-$6.91K	0.49%	78
2013 Q2	$3.43M	Buy	+34,771	New	+$3.38M	0.47%	80

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Calvert Investment Management's FDX Position: Q4 2015 in Review

Calvert Investment Management sold out of FedEx (FDX) in Q4 2015, closing a stake of 207,901 shares — an estimated $29.9M sold.

Calvert Investment Management first reported a position in FDX in Q2 2013 and held it in 10 quarters. The position peaked at $36.6M in Q2 2015. 1,004 funds tracked by Wall St. Rank hold FDX as of Q4 2015.

Calvert Investment Management reported no remaining FedEx position as of Q4 2015 after selling out during the quarter.
Calvert Investment Management sold 207,901 FedEx shares in Q4 2015, an estimated $29.9M.
Calvert Investment Management first reported a position in FedEx in Q2 2013 and held it in 10 quarters.
Calvert Investment Management's FedEx position peaked at $36.6M in Q2 2015.
1,004 funds tracked by Wall St. Rank held FedEx as of Q4 2015.

Based on Calvert Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.