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FolioMetrix’s FedEx FDX Stock Holding History

FolioMetrix’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
Q2 		$173K Sell
996
-252
-20% -$43.8K 0.07% 185
2015
Q1 		$206K Sell
1,248
-1,609
-56% -$279K 0.1% 146
2014
Q4 		$501K Buy
+2,857
New +$483K 0.35% 65

Other funds holding FDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

FolioMetrix's FDX Position: Q2 2015 in Review

FolioMetrix reduced its FedEx (FDX) stake by 20% in Q2 2015, selling an estimated $43.8K and leaving 996 shares worth $173K. The position accounts for 0.07% of the portfolio, ranked #185.

FolioMetrix first reported a position in FDX in Q4 2014 and has held it in 3 quarters since. The position peaked at $501K in Q4 2014. 1,002 funds tracked by Wall St. Rank hold FDX as of Q2 2015.

  • FolioMetrix held 996 shares of FedEx worth $173K as of Q2 2015.
  • FolioMetrix sold 252 FedEx shares in Q2 2015, an estimated $43.8K.
  • FedEx made up 0.07% of FolioMetrix's portfolio in Q2 2015, its #185 holding.
  • FolioMetrix first reported a position in FedEx in Q4 2014 and has held it in 3 quarters since.
  • FolioMetrix's FedEx position peaked at $501K in Q4 2014.
  • 1,002 funds tracked by Wall St. Rank held FedEx as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.