Underhill Investment Management’s FedEx FDX Stock Holding History

Underhill 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
2019 Q1	$7.74M	Buy	42,690 +20,030	+88%	+$3.54M	4.1%	13
2018 Q4	$3.66M	Buy	+22,660	New	+$4.79M	2.33%	14
2018 Q3	–	Sell	-50,555	Closed	-$11.5M	–	21
2018 Q2	$11.5M	Buy	50,555 +1,915	+4%	+$474K	5.41%	12
2018 Q1	$11.7M	Buy	48,640 +1,635	+3%	+$413K	5.66%	11
2017 Q4	$11.7M	Buy	47,005 +13,560	+41%	+$3.1M	5.59%	11
2017 Q3	$7.54M	Buy	+33,445	New	+$7.12M	4.09%	13

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

Underhill Investment Management's FDX Position: Q1 2019 in Review

Underhill Investment Management increased its FedEx (FDX) stake by 88% in Q1 2019, buying an estimated $3.54M and bringing the position to 42,690 shares worth $7.74M. The position accounts for 4.1% of the portfolio, ranked #13.

Underhill Investment Management first reported a position in FDX in Q3 2017 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2017. 1,332 funds tracked by Wall St. Rank hold FDX as of Q1 2019.

Underhill Investment Management held 42,690 shares of FedEx worth $7.74M as of Q1 2019.
Underhill Investment Management bought 20,030 FedEx shares in Q1 2019, an estimated $3.54M.
FedEx made up 4.1% of Underhill Investment Management's portfolio in Q1 2019, its #13 holding.
Underhill Investment Management first reported a position in FedEx in Q3 2017 and has held it in 6 quarters since.
Underhill Investment Management's FedEx position peaked at $11.7M in Q4 2017.
1,332 funds tracked by Wall St. Rank held FedEx as of Q1 2019.

Based on Underhill Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.