FM
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Family Management’s United Parcel Service UPS Stock Holding History

Family Management’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
Q4 		– Sell
-56,280
Closed -$5.53M – 93
2014
Q3 		$5.53M Buy
56,280
+11,625
+26% +$1.16M 2.52% 11
2014
Q2 		$4.58M Buy
44,655
+5,750
+15% +$577K 2.23% 19
2014
Q1 		$3.79M Buy
+38,905
New +$3.79M 1.97% 27
2013
Q3 		– Sell
-5,055
Closed -$437K – 79
2013
Q2 		$437K Buy
+5,055
New +$434K 0.27% 57

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family Management's UPS Position: Q4 2014 in Review

Family Management sold out of United Parcel Service (UPS) in Q4 2014, closing a stake of 56,280 shares — an estimated $5.53M sold.

Family Management first reported a position in UPS in Q2 2013 and held it in 4 quarters. The position peaked at $5.53M in Q3 2014. 1,167 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Family Management reported no remaining United Parcel Service position as of Q4 2014 after selling out during the quarter.
  • Family Management sold 56,280 United Parcel Service shares in Q4 2014, an estimated $5.53M.
  • Family Management first reported a position in United Parcel Service in Q2 2013 and held it in 4 quarters.
  • Family Management's United Parcel Service position peaked at $5.53M in Q3 2014.
  • 1,167 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Family Management's 13F filing for Q4 2014, filed 3 Mar 2015.