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Needham Investment Management’s FedEx FDX Stock Holding History

Needham Investment 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
2016
Q2 		– Sell
-2,700
Closed -$440K – 92
2016
Q1 		$440K Buy
2,700
+700
+35% +$97.4K 0.11% 82
2015
Q4 		$298K Hold
2,000
– – 0.07% 89
2015
Q3 		$288K Buy
+2,000
New +$319K 0.07% 93

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Needham Investment Management's FDX Position: Q2 2016 in Review

Needham Investment Management sold out of FedEx (FDX) in Q2 2016, closing a stake of 2,700 shares — an estimated $440K sold.

Needham Investment Management first reported a position in FDX in Q3 2015 and held it in 3 quarters. The position peaked at $440K in Q1 2016. 1,015 funds tracked by Wall St. Rank hold FDX as of Q2 2016.

  • Needham Investment Management reported no remaining FedEx position as of Q2 2016 after selling out during the quarter.
  • Needham Investment Management sold 2,700 FedEx shares in Q2 2016, an estimated $440K.
  • Needham Investment Management first reported a position in FedEx in Q3 2015 and held it in 3 quarters.
  • Needham Investment Management's FedEx position peaked at $440K in Q1 2016.
  • 1,015 funds tracked by Wall St. Rank held FedEx as of Q2 2016.

Based on Needham Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.