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UBS’s FedEx FDX Stock Holding History

UBS’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
2014
Q3 		$3.41M Sell
21,100
-20,000
-49% -$3.04M ﹤0.01% 2396
2014
Q2 		$6.22M Sell
41,100
-32,373
-44% -$4.52M ﹤0.01% 1755
2014
Q1 		$9.74M Sell
73,473
-53,727
-42% -$7.3M 0.01% 1278
2013
Q4 		$18.3M Sell
127,200
-53,800
-30% -$7.12M 0.02% 860
2013
Q3 		$20.7M Buy
181,000
+57,800
+47% +$6.24M 0.02% 690
2013
Q2 		$12.1M Buy
+123,200
New +$12M 0.01% 926

Other funds holding FDX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS's FDX Position: Q3 2014 in Review

UBS increased its FedEx (FDX) stake by 5.3% in Q3 2014, buying an estimated $4.72M and bringing the position to 620,765 shares worth $100M. The position accounts for 0.07% of the portfolio, ranked #264.

UBS first reported a position in FDX in Q2 2013 and has held it in 6 quarters since. 857 funds tracked by Wall St. Rank hold FDX as of Q3 2014.

  • UBS held 620,765 shares of FedEx worth $100M as of Q3 2014.
  • UBS bought 31,090 FedEx shares in Q3 2014, an estimated $4.72M.
  • FedEx made up 0.07% of UBS's portfolio in Q3 2014, its #264 holding.
  • UBS first reported a position in FedEx in Q2 2013 and has held it in 6 quarters since.
  • 857 funds tracked by Wall St. Rank held FedEx as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.