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Ground Swell Capital’s United Parcel Service UPS Stock Holding History

Ground Swell Capital’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 		$67K Sell
685
-111
-14% -$11K 0.13% 155
2014
Q2 		$82K Buy
+796
New +$79.9K 0.16% 72

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

Ground Swell Capital's UPS Position: Q3 2014 in Review

Ground Swell Capital reduced its United Parcel Service (UPS) stake by 14% in Q3 2014, selling an estimated $11K and leaving 685 shares worth $67K. The position accounts for 0.13% of the portfolio, ranked #155.

Ground Swell Capital first reported a position in UPS in Q2 2014 and has held it in 2 quarters since. The position peaked at $82K in Q2 2014. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Ground Swell Capital held 685 shares of United Parcel Service worth $67K as of Q3 2014.
  • Ground Swell Capital sold 111 United Parcel Service shares in Q3 2014, an estimated $11K.
  • United Parcel Service made up 0.13% of Ground Swell Capital's portfolio in Q3 2014, its #155 holding.
  • Ground Swell Capital first reported a position in United Parcel Service in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's United Parcel Service position peaked at $82K in Q2 2014.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.