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First Citizens Bancorporation’s United Parcel Service UPS Stock Holding History

First Citizens Bancorporation’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 		$299K Sell
2,685
-40
-1% -$4.22K 0.2% 92
2014
Q3 		$268K Buy
2,725
+415
+18% +$41.2K 0.19% 93
2014
Q2 		$237K Buy
2,310
+75
+3% +$7.53K 0.18% 94
2014
Q1 		$218K Buy
2,235
+180
+9% +$17.5K 0.18% 97
2013
Q4 		$216K Sell
2,055
-140
-6% -$13.8K 0.17% 95
2013
Q3 		$201K Buy
+2,195
New +$193K 0.17% 96

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

First Citizens Bancorporation's UPS Position: Q4 2014 in Review

First Citizens Bancorporation reduced its United Parcel Service (UPS) stake by 1.5% in Q4 2014, selling an estimated $4.22K and leaving 2,685 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #92.

First Citizens Bancorporation first reported a position in UPS in Q3 2013 and has held it in 6 quarters since. 1,166 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • First Citizens Bancorporation held 2,685 shares of United Parcel Service worth $299K as of Q4 2014.
  • First Citizens Bancorporation sold 40 United Parcel Service shares in Q4 2014, an estimated $4.22K.
  • United Parcel Service made up 0.2% of First Citizens Bancorporation's portfolio in Q4 2014, its #92 holding.
  • First Citizens Bancorporation first reported a position in United Parcel Service in Q3 2013 and has held it in 6 quarters since.
  • 1,166 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.