Mount Lucas Management’s FedEx FDX Stock Holding History

Mount Lucas 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
2022 Q2	–	Sell	-13,444	Closed	-$3.11M	–	111
2022 Q1	$3.11M	Sell	13,444 -1,274	-9%	-$299K	0.91%	33
2021 Q4	$3.81M	Sell	14,718 -438	-3%	-$105K	1.09%	35
2021 Q3	$3.32M	Sell	15,156 -1,134	-7%	-$308K	1%	42
2021 Q2	$4.86M	Buy	+16,290	New	+$4.83M	1.29%	18

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's FDX Position: Q2 2022 in Review

Mount Lucas Management sold out of FedEx (FDX) in Q2 2022, closing a stake of 13,444 shares — an estimated $3.11M sold.

Mount Lucas Management first reported a position in FDX in Q2 2021 and held it in 4 quarters. The position peaked at $4.86M in Q2 2021. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

Mount Lucas Management reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
Mount Lucas Management sold 13,444 FedEx shares in Q2 2022, an estimated $3.11M.
Mount Lucas Management first reported a position in FedEx in Q2 2021 and held it in 4 quarters.
Mount Lucas Management's FedEx position peaked at $4.86M in Q2 2021.
1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.