Insight Capital Research & Management’s United Parcel Service UPS Stock Holding History

Insight Capital Research & Management’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
2015 Q1	–	Sell	-7,668	Closed	-$852K	–	140
2014 Q4	$852K	Sell	7,668 -49	-0.6%	-$5.17K	0.22%	106
2014 Q3	$759K	Sell	7,717 -6	-0.1%	-$596	0.2%	98
2014 Q2	$793K	Sell	7,723 -24	-0.3%	-$2.41K	0.18%	98
2014 Q1	$754K	Buy	7,747 +540	+7%	+$52.6K	0.17%	104
2013 Q4	$757K	Buy	7,207 +28	+0.4%	+$2.76K	0.17%	113
2013 Q3	$705K	Buy	7,179 +231	+3%	+$20.3K	0.17%	117
2013 Q2	$601K	Buy	+6,948	New	+$596K	0.16%	142

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Insight Capital Research & Management's UPS Position: Q1 2015 in Review

Insight Capital Research & Management sold out of United Parcel Service (UPS) in Q1 2015, closing a stake of 7,668 shares — an estimated $852K sold.

Insight Capital Research & Management first reported a position in UPS in Q2 2013 and held it in 7 quarters. The position peaked at $852K in Q4 2014. 1,154 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

Insight Capital Research & Management reported no remaining United Parcel Service position as of Q1 2015 after selling out during the quarter.
Insight Capital Research & Management sold 7,668 United Parcel Service shares in Q1 2015, an estimated $852K.
Insight Capital Research & Management first reported a position in United Parcel Service in Q2 2013 and held it in 7 quarters.
Insight Capital Research & Management's United Parcel Service position peaked at $852K in Q4 2014.
1,154 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on Insight Capital Research & Management's 13F filing for Q1 2015, filed 7 May 2015.