Mount Vernon Associates’s FedEx FDX Stock Holding History

Mount Vernon Associates’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
2018 Q3	–	Sell	-950	Closed	-$216K	–	54
2018 Q2	$216K	Hold	950	–	–	0.34%	47
2018 Q1	$228K	Hold	950	–	–	0.35%	46
2017 Q4	$237K	Hold	950	–	–	0.36%	46
2017 Q3	$214K	Buy	+950	New	+$202K	0.35%	50

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Vernon Associates's FDX Position: Q3 2018 in Review

Mount Vernon Associates sold out of FedEx (FDX) in Q3 2018, closing a stake of 950 shares — an estimated $216K sold.

Mount Vernon Associates first reported a position in FDX in Q3 2017 and held it in 4 quarters. The position peaked at $237K in Q4 2017. 1,426 funds tracked by Wall St. Rank hold FDX as of Q3 2018.

Mount Vernon Associates reported no remaining FedEx position as of Q3 2018 after selling out during the quarter.
Mount Vernon Associates sold 950 FedEx shares in Q3 2018, an estimated $216K.
Mount Vernon Associates first reported a position in FedEx in Q3 2017 and held it in 4 quarters.
Mount Vernon Associates's FedEx position peaked at $237K in Q4 2017.
1,426 funds tracked by Wall St. Rank held FedEx as of Q3 2018.

Based on Mount Vernon Associates's 13F filing for Q3 2018, filed 22 Oct 2018.