SEC 13F Intelligence

American Trust Investment Advisors, LLC / FDX

American Trust Investment Advisors, LLC’s Fedex Corp Position

Does American Trust Investment Advisors, LLC own Fedex Corp (FDX)? Not currently — the last reported position was 24.0K shares worth $3M in Q3 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2019
Shares
24.0K
% of Portfolio
+2.68%
Quarters Held
4
position exited

Position History FDX

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $3MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201924.0K$3M+2.68%
Q2 201924.0K$4M+3.07%
Q1 201923.7K$4M+3.31%
Q4 201822.6K$4M+3.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of FDX.