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Eric Mandelblatt’s United Parcel Service UPS Stock Holding History

Eric Mandelblatt’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
2018
Q2 		– Sell
-1,500,000
Closed -$157M – 34
2018
Q1 		$157M Sell
1,500,000
-5,600,000
-79% -$647M 0.9% 24
2017
Q4 		$846M Buy
7,100,000
+1,500,000
+27% +$176M 3.49% 12
2017
Q3 		$673M Buy
5,600,000
+5,000,000
+833% +$568M 2.54% 16
2017
Q2 		$66.4M Buy
+600,000
New +$64.1M 0.26% 39
2014
Q4 		– Sell
-11,050,000
Closed -$1.09B – 49
2014
Q3 		$1.09B Buy
11,050,000
+50,000
+0.5% +$4.97M 8.18% 3
2014
Q2 		$1.13B Buy
11,000,000
+500,000
+5% +$50.2M 6.42% 3
2014
Q1 		$1.02B Sell
10,500,000
-4,250,000
-29% -$414M 12.93% 1
2013
Q4 		$1.55B Buy
14,750,000
+7,100,000
+93% +$699M 13.41% 1
2013
Q3 		$699M Buy
7,650,000
+7,400,000
+2,960% +$650M 7.92% 2
2013
Q2 		$21.6M Buy
+250,000
New +$21.4M 0.26% 38

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return