Waratah Capital Advisors’s FedEx FDX Stock Holding History

Waratah Capital Advisors’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 Q3	–	Sell	-4,640	Closed	-$762K	–	188
2019 Q2	$762K	Buy	+4,640	New	+$812K	0.08%	102
2018 Q2	–	Sell	-82,975	Closed	-$19.9M	–	160
2018 Q1	$19.9M	Buy	+82,975	New	+$21M	2.1%	14
2015 Q3	–	Sell	-11,840	Closed	-$2.02M	–	144
2015 Q2	$2.02M	Sell	11,840 -13,460	-53%	-$2.34M	0.46%	56
2015 Q1	$4.19M	Buy	+25,300	New	+$4.39M	1.14%	28

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

Waratah Capital Advisors's FDX Position: Q3 2019 in Review

Waratah Capital Advisors sold out of FedEx (FDX) in Q3 2019, closing a stake of 4,640 shares — an estimated $762K sold.

Waratah Capital Advisors first reported a position in FDX in Q1 2015 and held it in 4 quarters. The position peaked at $19.9M in Q1 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

Waratah Capital Advisors reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
Waratah Capital Advisors sold 4,640 FedEx shares in Q3 2019, an estimated $762K.
Waratah Capital Advisors first reported a position in FedEx in Q1 2015 and held it in 4 quarters.
Waratah Capital Advisors's FedEx position peaked at $19.9M in Q1 2018.
1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Waratah Capital Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.