Findlay Park Partners’s United Parcel Service UPS Stock Holding History

Findlay Park 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
2017 Q1	–	Sell	-602,415	Closed	-$69.1M	–	66
2016 Q4	$69.1M	Buy	+602,415	New	+$67.9M	0.84%	41
2016 Q3	–	Sell	-1,160,397	Closed	-$125M	–	61
2016 Q2	$125M	Hold	1,160,397	–	–	1.43%	30
2016 Q1	$122M	Buy	1,160,397 +30,707	+3%	+$2.98M	1.39%	29
2015 Q4	$109M	Hold	1,129,690	–	–	1.24%	30
2015 Q3	$111M	Buy	1,129,690 +250,000	+28%	+$24.7M	1.24%	29
2015 Q2	$85.3M	Buy	879,690 +450,000	+105%	+$44.7M	0.87%	45
2015 Q1	$41.7M	Sell	429,690 -957,785	-69%	-$98.3M	0.43%	78
2014 Q4	$154M	Buy	1,387,475 +107,250	+8%	+$11.3M	1.65%	15
2014 Q3	$126M	Hold	1,280,225	–	–	1.35%	25
2014 Q2	$131M	Buy	1,280,225 +312,000	+32%	+$31.3M	1.37%	22
2014 Q1	$94.3M	Sell	968,225 -1,276,870	-57%	-$124M	1.07%	34
2013 Q4	$236M	Hold	2,245,095	–	–	2.61%	2
2013 Q3	$205M	Hold	2,245,095	–	–	2.5%	3
2013 Q2	$194M	Buy	+2,245,095	New	+$193M	2.48%	2

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Findlay Park Partners's UPS Position: Q1 2017 in Review

Findlay Park Partners sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 602,415 shares — an estimated $69.1M sold.

Findlay Park Partners first reported a position in UPS in Q2 2013 and held it in 14 quarters. The position peaked at $236M in Q4 2013. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

Findlay Park Partners reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
Findlay Park Partners sold 602,415 United Parcel Service shares in Q1 2017, an estimated $69.1M.
Findlay Park Partners first reported a position in United Parcel Service in Q2 2013 and held it in 14 quarters.
Findlay Park Partners's United Parcel Service position peaked at $236M in Q4 2013.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Findlay Park Partners's 13F filing for Q1 2017, filed 11 May 2017.