Herndon Capital Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$17.9M Sell
2017
Q1
$18.5M Buy
2016
Q4
$18.4M Sell
2016
Q3
$49.7M Sell
2016
Q2
$92.9M Sell
2016
Q1
$139M Sell
2015
Q4
$148M Sell
2015
Q3
$164M Sell
2015
Q2
$174M Buy
2015
Q1
$124M Sell
2014
Q4
$163M Sell
2014
Q3
$145M Sell
2014
Q2
$152M Sell
2014
Q1
$149M Sell
2013
Q4
$163M Sell
2013
Q3
$153M Buy
2013
Q2
$134M Buy