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Acuity Investment Management’s United Parcel Service UPS Stock Holding History

Acuity Investment Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-600
Closed -$62K – 161
2014
Q2 		$62K Sell
600
-800
-57% -$80.3K 0.04% 143
2014
Q1 		$136K Sell
1,400
-800
-36% -$78K 0.07% 115
2013
Q4 		$231K Sell
2,200
-26,000
-92% -$2.56M 0.09% 113
2013
Q3 		$2.57M Sell
28,200
-23,900
-46% -$2.1M 0.35% 67
2013
Q2 		$4.5M Buy
+52,100
New +$4.47M 0.58% 45

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acuity Investment Management's UPS Position: Q3 2014 in Review

Acuity Investment Management sold out of United Parcel Service (UPS) in Q3 2014, closing a stake of 600 shares — an estimated $62K sold.

Acuity Investment Management first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $4.5M in Q2 2013. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Acuity Investment Management reported no remaining United Parcel Service position as of Q3 2014 after selling out during the quarter.
  • Acuity Investment Management sold 600 United Parcel Service shares in Q3 2014, an estimated $62K.
  • Acuity Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
  • Acuity Investment Management's United Parcel Service position peaked at $4.5M in Q2 2013.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Acuity Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.