Friess Associates’s United Parcel Service UPS Stock Holding History

Friess Associates’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	-576	Closed	-$66K	–	163
2016 Q4	$66K	Sell	576 -364	-39%	-$41K	0.01%	139
2016 Q3	$103K	Hold	940	–	–	0.01%	140
2016 Q2	$101K	Hold	940	–	–	0.01%	136
2016 Q1	$99K	Hold	940	–	–	0.01%	144
2015 Q4	$90K	Hold	940	–	–	0.01%	148
2015 Q3	$93K	Hold	940	–	–	0.01%	148
2015 Q2	$91K	Hold	940	–	–	0.01%	149
2015 Q1	$91K	Hold	940	–	–	0.01%	144
2014 Q4	$104K	Hold	940	–	–	0.01%	137
2014 Q3	$92K	Hold	940	–	–	0.01%	138
2014 Q2	$97K	Hold	940	–	–	0.01%	141
2014 Q1	$92K	Hold	940	–	–	0.01%	146
2013 Q4	$99K	Buy	940 +40	+4%	+$3.94K	0.01%	131
2013 Q3	$82K	Hold	900	–	–	0.01%	133
2013 Q2	$78K	Buy	+900	New	+$77.2K	0.01%	134

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

Friess Associates's UPS Position: Q1 2017 in Review

Friess Associates sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 576 shares — an estimated $66K sold.

Friess Associates first reported a position in UPS in Q2 2013 and held it in 15 quarters. The position peaked at $104K in Q4 2014. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

Friess Associates reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
Friess Associates sold 576 United Parcel Service shares in Q1 2017, an estimated $66K.
Friess Associates first reported a position in United Parcel Service in Q2 2013 and held it in 15 quarters.
Friess Associates's United Parcel Service position peaked at $104K in Q4 2014.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Friess Associates's 13F filing for Q1 2017, filed 15 May 2017.