EDRPMB
UPS icon

Edmond de Rothschild Private Merchant Banking’s United Parcel Service UPS Stock Holding History

Edmond de Rothschild Private Merchant Banking’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
2016
Q3 		$10K Buy
+90
New +$9.83K 0.04% 19

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edmond de Rothschild Private Merchant Banking's UPS Position: Q3 2016 in Review

Edmond de Rothschild Private Merchant Banking opened a new position in United Parcel Service (UPS) in Q3 2016: 90 shares worth $10K. The stake represents 0.04% of the portfolio and ranks #19 among its holdings.

1,239 funds tracked by Wall St. Rank hold UPS as of Q3 2016.

  • Edmond de Rothschild Private Merchant Banking held 90 shares of United Parcel Service worth $10K as of Q3 2016.
  • United Parcel Service was a new Edmond de Rothschild Private Merchant Banking position in Q3 2016.
  • United Parcel Service made up 0.04% of Edmond de Rothschild Private Merchant Banking's portfolio in Q3 2016, its #19 holding.
  • 1,239 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2016.

Based on Edmond de Rothschild Private Merchant Banking's 13F filing for Q3 2016, filed 14 Nov 2016.