TCV Trust & Wealth Management’s FedEx FDX Stock Holding History

TCV Trust & Wealth 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
2019 Q1	–	Sell	-1,460	Closed	-$236K	–	206
2018 Q4	$236K	Hold	1,460	–	–	0.03%	184
2018 Q3	$352K	Buy	1,460 +20	+1%	+$4.84K	0.05%	161
2018 Q2	$327K	Sell	1,440 -90	-6%	-$22.3K	0.05%	163
2018 Q1	$367K	Buy	1,530 +130	+9%	+$32.9K	0.05%	147
2017 Q4	$350K	Sell	1,400 -350	-20%	-$80K	0.05%	151
2017 Q3	$395K	Buy	1,750 +650	+59%	+$138K	0.06%	139
2017 Q2	$239K	Hold	1,100	–	–	0.04%	171
2017 Q1	$215K	Hold	1,100	–	–	0.03%	181
2016 Q4	$205K	Buy	+1,100	New	+$202K	0.03%	175
2015 Q4	–	Sell	-1,400	Closed	-$202K	–	167
2015 Q3	$202K	Hold	1,400	–	–	0.04%	165
2015 Q2	$238K	Hold	1,400	–	–	0.04%	159
2015 Q1	$232K	Sell	1,400 -150	-10%	-$26K	0.04%	166
2014 Q4	$269K	Buy	1,550 +150	+11%	+$25.4K	0.04%	157
2014 Q3	$226K	Hold	1,400	–	–	0.04%	161
2014 Q2	$212K	Buy	+1,400	New	+$196K	0.03%	169
2014 Q1	–	Sell	-1,400	Closed	-$201K	–	170
2013 Q4	$201K	Buy	+1,400	New	+$185K	0.03%	166

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

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

TCV Trust & Wealth Management's FDX Position: Q1 2019 in Review

TCV Trust & Wealth Management sold out of FedEx (FDX) in Q1 2019, closing a stake of 1,460 shares — an estimated $236K sold.

TCV Trust & Wealth Management first reported a position in FDX in Q4 2013 and held it in 16 quarters. The position peaked at $395K in Q3 2017. 1,331 funds tracked by Wall St. Rank hold FDX as of Q1 2019.

TCV Trust & Wealth Management reported no remaining FedEx position as of Q1 2019 after selling out during the quarter.
TCV Trust & Wealth Management sold 1,460 FedEx shares in Q1 2019, an estimated $236K.
TCV Trust & Wealth Management first reported a position in FedEx in Q4 2013 and held it in 16 quarters.
TCV Trust & Wealth Management's FedEx position peaked at $395K in Q3 2017.
1,331 funds tracked by Wall St. Rank held FedEx as of Q1 2019.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.