Lehman Financial Resources’s FedEx FDX Stock Holding History

Lehman Financial Resources’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	-600	Closed	-$86K	–	152
2015 Q3	$86K	Hold	600	–	–	0.04%	106
2015 Q2	$102K	Hold	600	–	–	0.05%	96
2015 Q1	$99K	Buy	600 +100	+20%	+$17.4K	0.05%	106
2014 Q4	$87K	Sell	500 -100	-17%	-$16.9K	0.04%	107
2014 Q3	$97K	Hold	600	–	–	0.05%	95
2014 Q2	$91K	Buy	600 +100	+20%	+$14K	0.04%	101
2014 Q1	$66K	Buy	+500	New	+$67.9K	0.03%	114
2013 Q4	–	Sell	-500	Closed	-$57K	–	395
2013 Q3	$57K	Hold	500	–	–	0.04%	104
2013 Q2	$49K	Buy	+500	New	+$48.5K	0.03%	103

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

Lehman Financial Resources's FDX Position: Q4 2015 in Review

Lehman Financial Resources sold out of FedEx (FDX) in Q4 2015, closing a stake of 600 shares — an estimated $86K sold.

Lehman Financial Resources first reported a position in FDX in Q2 2013 and held it in 9 quarters. The position peaked at $102K in Q2 2015. 1,004 funds tracked by Wall St. Rank hold FDX as of Q4 2015.

Lehman Financial Resources reported no remaining FedEx position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 600 FedEx shares in Q4 2015, an estimated $86K.
Lehman Financial Resources first reported a position in FedEx in Q2 2013 and held it in 9 quarters.
Lehman Financial Resources's FedEx position peaked at $102K in Q2 2015.
1,004 funds tracked by Wall St. Rank held FedEx as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.