Kovitz Investment Group’s FedEx FDX Stock Holding History

Kovitz Investment Group’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	$427K	Hold	2,864	–	–	0.03%	103
2015 Q3	$412K	Hold	2,864	–	–	0.02%	85
2015 Q2	$488K	Hold	2,864	–	–	0.03%	87
2015 Q1	$474K	Hold	2,864	–	–	0.03%	85
2014 Q4	$497K	Hold	2,864	–	–	0.02%	89
2014 Q3	$462K	Hold	2,864	–	–	0.02%	84
2014 Q2	$434K	Buy	2,864 +314	+12%	+$43.9K	0.02%	86
2014 Q1	$250K	Sell	2,550 -35	-1%	-$4.75K	0.01%	103
2013 Q4	$372K	Buy	2,585 +35	+1%	+$4.63K	0.02%	98
2013 Q3	$291K	Hold	2,550	–	–	0.01%	101
2013 Q2	$251K	Buy	+2,550	New	+$248K	0.01%	108

Other funds holding FDX

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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments

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

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

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