Banyan Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $8.01M | Buy |
81,464
+25,129
| +45% | +$2.47M | 0.68% | 39 |
|
|
2014
Q2 | $5.78M | Buy |
56,335
+14,106
| +33% | +$1.45M | 0.49% | 51 |
|
|
2014
Q1 | $4.11M | Buy |
42,229
+2,705
| +7% | +$263K | 0.35% | 71 |
|
|
2013
Q4 | $4.15M | Sell |
39,524
-1,498
| -4% | -$157K | 0.29% | 78 |
|
|
2013
Q3 | $3.75M | Buy |
41,022
+9,687
| +31% | +$885K | 0.33% | 72 |
|
|
2013
Q2 | $2.71M | Buy |
+31,335
| New | +$2.71M | 0.53% | 64 |
|