Zevin Asset Management’s FedEx FDX Stock Holding History

Zevin Asset 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
2018 Q2	–	Sell	-2,916	Closed	-$700K	–	114
2018 Q1	$700K	Sell	2,916 -11	-0.4%	-$2.78K	0.18%	70
2017 Q4	$730K	Hold	2,927	–	–	0.17%	78
2017 Q3	$660K	Sell	2,927 -17	-0.6%	-$3.62K	0.16%	83
2017 Q2	$640K	Hold	2,944	–	–	0.16%	77
2017 Q1	$575K	Hold	2,944	–	–	0.15%	77
2016 Q4	$548K	Buy	2,944 +6	+0.2%	+$1.1K	0.14%	79
2016 Q3	$513K	Hold	2,938	–	–	0.17%	74
2016 Q2	$446K	Hold	2,938	–	–	0.12%	83
2016 Q1	$478K	Buy	2,938 +22	+0.8%	+$3.06K	0.14%	80
2015 Q4	$434K	Hold	2,916	–	–	0.11%	89
2015 Q3	$420K	Hold	2,916	–	–	0.12%	93
2015 Q2	$497K	Hold	2,916	–	–	0.13%	94
2015 Q1	$482K	Hold	2,916	–	–	0.13%	90
2014 Q4	$506K	Hold	2,916	–	–	0.14%	90
2014 Q3	$471K	Hold	2,916	–	–	0.14%	91
2014 Q2	$441K	Buy	+2,916	New	+$407K	0.13%	89

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zevin Asset Management's FDX Position: Q2 2018 in Review

Zevin Asset Management sold out of FedEx (FDX) in Q2 2018, closing a stake of 2,916 shares — an estimated $700K sold.

Zevin Asset Management first reported a position in FDX in Q2 2014 and held it in 16 quarters. The position peaked at $730K in Q4 2017. 1,412 funds tracked by Wall St. Rank hold FDX as of Q2 2018.

Zevin Asset Management reported no remaining FedEx position as of Q2 2018 after selling out during the quarter.
Zevin Asset Management sold 2,916 FedEx shares in Q2 2018, an estimated $700K.
Zevin Asset Management first reported a position in FedEx in Q2 2014 and held it in 16 quarters.
Zevin Asset Management's FedEx position peaked at $730K in Q4 2017.
1,412 funds tracked by Wall St. Rank held FedEx as of Q2 2018.

Based on Zevin Asset Management's 13F filing for Q2 2018, filed 8 Aug 2018.