Zuckerman Investment Group’s FedEx FDX Stock Holding History

Zuckerman Investment Group’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 Q4	–	Sell	-45,229	Closed	-$7.3M	–	61
2014 Q3	$7.3M	Sell	45,229 -59,000	-57%	-$8.96M	1.52%	25
2014 Q2	$15.8M	Sell	104,229 -47,253	-31%	-$6.6M	3.4%	12
2014 Q1	$20.1M	Buy	151,482 +1,535	+1%	+$208K	4.76%	9
2013 Q4	$21.6M	Sell	149,947 -1,186	-0.8%	-$157K	5.07%	6
2013 Q3	$17.2M	Buy	151,133 +74,988	+98%	+$8.09M	4.33%	7
2013 Q2	$7.51M	Buy	+76,145	New	+$7.39M	1.95%	24

Other funds holding FDX

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Zuckerman Investment Group's FDX Position: Q4 2014 in Review

Zuckerman Investment Group sold out of FedEx (FDX) in Q4 2014, closing a stake of 45,229 shares — an estimated $7.3M sold.

Zuckerman Investment Group first reported a position in FDX in Q2 2013 and held it in 6 quarters. The position peaked at $21.6M in Q4 2013. 959 funds tracked by Wall St. Rank hold FDX as of Q4 2014.

Zuckerman Investment Group reported no remaining FedEx position as of Q4 2014 after selling out during the quarter.
Zuckerman Investment Group sold 45,229 FedEx shares in Q4 2014, an estimated $7.3M.
Zuckerman Investment Group first reported a position in FedEx in Q2 2013 and held it in 6 quarters.
Zuckerman Investment Group's FedEx position peaked at $21.6M in Q4 2013.
959 funds tracked by Wall St. Rank held FedEx as of Q4 2014.

Based on Zuckerman Investment Group's 13F filing for Q4 2014, filed 6 Feb 2015.