Forester Capital Management
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Forester Capital Management’s FedEx FDX Stock Holding History

Forester Capital 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
2017
Q2 		$3.25M Sell
14,952
-2,142
-13% -$423K 4.59% 9
2017
Q1 		$3.34M Sell
17,094
-3,140
-16% -$600K 4.03% 12
2016
Q4 		$3.77M Buy
20,234
+12,484
+161% +$2.29M 3.92% 11
2016
Q3 		$1.35M Buy
+7,750
New +$1.27M 1.27% 30

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BlackRock
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Southeastern Asset Management
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forester Capital Management's FDX Position: Q2 2017 in Review

Forester Capital Management reduced its FedEx (FDX) stake by 13% in Q2 2017, selling an estimated $423K and leaving 14,952 shares worth $3.25M. The position accounts for 4.59% of the portfolio, ranked #9.

Forester Capital Management first reported a position in FDX in Q3 2016 and has held it in 4 quarters since. The position peaked at $3.77M in Q4 2016. 1,187 funds tracked by Wall St. Rank hold FDX as of Q2 2017.

  • Forester Capital Management held 14,952 shares of FedEx worth $3.25M as of Q2 2017.
  • Forester Capital Management sold 2,142 FedEx shares in Q2 2017, an estimated $423K.
  • FedEx made up 4.59% of Forester Capital Management's portfolio in Q2 2017, its #9 holding.
  • Forester Capital Management first reported a position in FedEx in Q3 2016 and has held it in 4 quarters since.
  • Forester Capital Management's FedEx position peaked at $3.77M in Q4 2016.
  • 1,187 funds tracked by Wall St. Rank held FedEx as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.