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WHV Investments’s FedEx FDX Stock Holding History

WHV Investments’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
Q1 		– Sell
-15,951
Closed -$2.29M – 167
2013
Q4 		$2.29M Sell
15,951
-43,250
-73% -$5.73M 0.02% 144
2013
Q3 		$6.75M Sell
59,201
-6,308
-10% -$681K 0.07% 131
2013
Q2 		$6.46M Buy
+65,509
New +$6.36M 0.07% 135

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WHV Investments's FDX Position: Q1 2014 in Review

WHV Investments sold out of FedEx (FDX) in Q1 2014, closing a stake of 15,951 shares — an estimated $2.29M sold.

WHV Investments first reported a position in FDX in Q2 2013 and held it in 3 quarters. The position peaked at $6.75M in Q3 2013. 809 funds tracked by Wall St. Rank hold FDX as of Q1 2014.

  • WHV Investments reported no remaining FedEx position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 15,951 FedEx shares in Q1 2014, an estimated $2.29M.
  • WHV Investments first reported a position in FedEx in Q2 2013 and held it in 3 quarters.
  • WHV Investments's FedEx position peaked at $6.75M in Q3 2013.
  • 809 funds tracked by Wall St. Rank held FedEx as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.