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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Kovitz Investment Group's FDX Position: Q4 2015 in Review

Kovitz Investment Group held its FedEx (FDX) position steady in Q4 2015 at 2,864 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #103.

Kovitz Investment Group first reported a position in FDX in Q2 2013 and has held it in 11 quarters since. The position peaked at $497K in Q4 2014. 1,006 funds tracked by Wall St. Rank hold FDX as of Q4 2015.

Kovitz Investment Group held 2,864 shares of FedEx worth $427K as of Q4 2015.
Kovitz Investment Group left its FedEx share count unchanged in Q4 2015.
FedEx made up 0.03% of Kovitz Investment Group's portfolio in Q4 2015, its #103 holding.
Kovitz Investment Group first reported a position in FedEx in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's FedEx position peaked at $497K in Q4 2014.
1,006 funds tracked by Wall St. Rank held FedEx as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.