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Hutner Daniel Ellsworth’s United Parcel Service UPS Stock Holding History

Hutner Daniel Ellsworth’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
2016
Q2 		$570K Buy
5,293
+60
+1% +$6.25K 0.49% 30
2016
Q1 		$552K Buy
5,233
+825
+19% +$80.2K 0.49% 30
2015
Q4 		$424K Buy
+4,408
New +$450K 0.4% 32

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hutner Daniel Ellsworth's UPS Position: Q2 2016 in Review

Hutner Daniel Ellsworth increased its United Parcel Service (UPS) stake by 1.1% in Q2 2016, buying an estimated $6.25K and bringing the position to 5,293 shares worth $570K. The position accounts for 0.49% of the portfolio, ranked #30.

Hutner Daniel Ellsworth first reported a position in UPS in Q4 2015 and has held it in 3 quarters since. 1,228 funds tracked by Wall St. Rank hold UPS as of Q2 2016.

  • Hutner Daniel Ellsworth held 5,293 shares of United Parcel Service worth $570K as of Q2 2016.
  • Hutner Daniel Ellsworth bought 60 United Parcel Service shares in Q2 2016, an estimated $6.25K.
  • United Parcel Service made up 0.49% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #30 holding.
  • Hutner Daniel Ellsworth first reported a position in United Parcel Service in Q4 2015 and has held it in 3 quarters since.
  • 1,228 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.