M.D. Sass LLC’s FedEx FDX Stock Holding History

M.D. Sass LLC’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 Q3	–	Sell	-7,000	Closed	-$1.52M	–	53
2017 Q2	$1.52M	Sell	7,000 -2,000	-22%	-$395K	0.1%	50
2017 Q1	$1.76M	Buy	+9,000	New	+$1.72M	0.09%	49

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

M.D. Sass LLC's FDX Position: Q3 2017 in Review

M.D. Sass LLC sold out of FedEx (FDX) in Q3 2017, closing a stake of 7,000 shares — an estimated $1.52M sold.

M.D. Sass LLC first reported a position in FDX in Q1 2017 and held it in 2 quarters. The position peaked at $1.76M in Q1 2017. 1,226 funds tracked by Wall St. Rank hold FDX as of Q3 2017.

M.D. Sass LLC reported no remaining FedEx position as of Q3 2017 after selling out during the quarter.
M.D. Sass LLC sold 7,000 FedEx shares in Q3 2017, an estimated $1.52M.
M.D. Sass LLC first reported a position in FedEx in Q1 2017 and held it in 2 quarters.
M.D. Sass LLC's FedEx position peaked at $1.76M in Q1 2017.
1,226 funds tracked by Wall St. Rank held FedEx as of Q3 2017.

Based on M.D. Sass LLC's 13F filing for Q3 2017, filed 13 Nov 2017.