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Gerstein Fisher’s United Parcel Service UPS Stock Holding History

Gerstein Fisher’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
2015
Q1 		– Sell
-2,012
Closed -$223K – 417
2014
Q4 		$223K Buy
+2,012
New +$212K 0.04% 352
2014
Q3 		– Sell
-2,040
Closed -$209K – 400
2014
Q2 		$209K Buy
+2,040
New +$205K 0.04% 314
2014
Q1 		– Sell
-3,852
Closed -$741K – 433
2013
Q4 		$741K Buy
+3,852
New +$379K 0.03% 332
2013
Q3 		– Sell
-4,541
Closed -$393K – 378
2013
Q2 		$393K Buy
+4,541
New +$390K 0.09% 187

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gerstein Fisher's UPS Position: Q1 2015 in Review

Gerstein Fisher sold out of United Parcel Service (UPS) in Q1 2015, closing a stake of 2,012 shares — an estimated $223K sold.

Gerstein Fisher first reported a position in UPS in Q2 2013 and held it in 4 quarters. The position peaked at $741K in Q4 2013. 1,154 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

  • Gerstein Fisher reported no remaining United Parcel Service position as of Q1 2015 after selling out during the quarter.
  • Gerstein Fisher sold 2,012 United Parcel Service shares in Q1 2015, an estimated $223K.
  • Gerstein Fisher first reported a position in United Parcel Service in Q2 2013 and held it in 4 quarters.
  • Gerstein Fisher's United Parcel Service position peaked at $741K in Q4 2013.
  • 1,154 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on Gerstein Fisher's 13F filing for Q1 2015, filed 14 May 2015.