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Glenhill Advisors’s United Parcel Service UPS Stock Holding History

Glenhill Advisors’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
Q3 		– Sell
-2,327
Closed -$239K – 84
2014
Q2 		$239K Sell
2,327
-2,078
-47% -$209K 0.02% 84
2014
Q1 		$428K Buy
4,405
+1,822
+71% +$178K 0.04% 86
2013
Q4 		$271K Buy
+2,583
New +$254K 0.03% 77

Other funds holding UPS

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenhill Advisors's UPS Position: Q3 2014 in Review

Glenhill Advisors sold out of United Parcel Service (UPS) in Q3 2014, closing a stake of 2,327 shares — an estimated $239K sold.

Glenhill Advisors first reported a position in UPS in Q4 2013 and held it in 3 quarters. The position peaked at $428K in Q1 2014. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Glenhill Advisors reported no remaining United Parcel Service position as of Q3 2014 after selling out during the quarter.
  • Glenhill Advisors sold 2,327 United Parcel Service shares in Q3 2014, an estimated $239K.
  • Glenhill Advisors first reported a position in United Parcel Service in Q4 2013 and held it in 3 quarters.
  • Glenhill Advisors's United Parcel Service position peaked at $428K in Q1 2014.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Glenhill Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.