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UPS icon

GlobalBridge’s United Parcel Service UPS Stock Holding History

GlobalBridge’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
Q1 		$1.77M Sell
18,203
-2,092
-10% -$204K 0.83% 12
2013
Q4 		$2.13M Sell
20,295
-1,001
-5% -$98.6K 1.06% 6
2013
Q3 		$1.95M Buy
21,296
+1,184
+6% +$104K 1.04% 5
2013
Q2 		$1.74M Buy
+20,112
New +$1.73M 0.95% 9

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GlobalBridge's UPS Position: Q1 2014 in Review

GlobalBridge reduced its United Parcel Service (UPS) stake by 10% in Q1 2014, selling an estimated $204K and leaving 18,203 shares worth $1.77M. The position accounts for 0.83% of the portfolio, ranked #12.

GlobalBridge first reported a position in UPS in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.13M in Q4 2013. 1,074 funds tracked by Wall St. Rank hold UPS as of Q1 2014.

  • GlobalBridge held 18,203 shares of United Parcel Service worth $1.77M as of Q1 2014.
  • GlobalBridge sold 2,092 United Parcel Service shares in Q1 2014, an estimated $204K.
  • United Parcel Service made up 0.83% of GlobalBridge's portfolio in Q1 2014, its #12 holding.
  • GlobalBridge first reported a position in United Parcel Service in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's United Parcel Service position peaked at $2.13M in Q4 2013.
  • 1,074 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.