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Banyan Partners’s United Parcel Service UPS Stock Holding History

Banyan Partners’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 		$8.01M Buy
81,464
+25,129
+45% +$2.5M 0.68% 40
2014
Q2 		$5.78M Buy
56,335
+14,106
+33% +$1.42M 0.49% 52
2014
Q1 		$4.11M Buy
42,229
+2,705
+7% +$264K 0.35% 73
2013
Q4 		$4.15M Sell
39,524
-1,498
-4% -$148K 0.29% 78
2013
Q3 		$3.75M Buy
41,022
+9,687
+31% +$851K 0.33% 74
2013
Q2 		$2.71M Buy
+31,335
New +$2.69M 0.53% 64

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

Banyan Partners's UPS Position: Q3 2014 in Review

Banyan Partners increased its United Parcel Service (UPS) stake by 45% in Q3 2014, buying an estimated $2.5M and bringing the position to 81,464 shares worth $8.01M. The position accounts for 0.68% of the portfolio, ranked #40.

Banyan Partners first reported a position in UPS in Q2 2013 and has held it in 6 quarters since. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Banyan Partners held 81,464 shares of United Parcel Service worth $8.01M as of Q3 2014.
  • Banyan Partners bought 25,129 United Parcel Service shares in Q3 2014, an estimated $2.5M.
  • United Parcel Service made up 0.68% of Banyan Partners's portfolio in Q3 2014, its #40 holding.
  • Banyan Partners first reported a position in United Parcel Service in Q2 2013 and has held it in 6 quarters since.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.