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Advisory Research’s United Parcel Service UPS Stock Holding History

Advisory Research’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
Q2 		– Sell
-720
Closed -$70K – 658
2014
Q1 		$70K Buy
+720
New +$70.2K ﹤0.01% 532

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Advisory Research's UPS Position: Q2 2014 in Review

Advisory Research sold out of United Parcel Service (UPS) in Q2 2014, closing a stake of 720 shares — an estimated $70K sold.

Advisory Research first reported a position in UPS in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 1,092 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

  • Advisory Research reported no remaining United Parcel Service position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 720 United Parcel Service shares in Q2 2014, an estimated $70K.
  • Advisory Research first reported a position in United Parcel Service in Q1 2014 and held it in 1 quarter.
  • Advisory Research's United Parcel Service position peaked at $70K in Q1 2014.
  • 1,092 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.