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JBF Capital’s United Parcel Service UPS Stock Holding History

JBF 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 		– Sell
-20,000
Closed -$2.05M – 77
2014
Q2 		$2.05M Sell
20,000
-28,091
-58% -$2.82M 0.3% 19
2014
Q1 		$4.68M Hold
48,091
– – 0.72% 8
2013
Q4 		$5.05M Sell
48,091
-20,000
-29% -$1.97M 0.8% 12
2013
Q3 		$6.22M Hold
68,091
– – 1.15% 11
2013
Q2 		$5.89M Buy
+68,091
New +$5.84M 1.08% 15

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

JBF Capital's UPS Position: Q3 2014 in Review

JBF Capital sold out of United Parcel Service (UPS) in Q3 2014, closing a stake of 20,000 shares — an estimated $2.05M sold.

JBF Capital first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $6.22M in Q3 2013. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • JBF Capital reported no remaining United Parcel Service position as of Q3 2014 after selling out during the quarter.
  • JBF Capital sold 20,000 United Parcel Service shares in Q3 2014, an estimated $2.05M.
  • JBF Capital first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
  • JBF Capital's United Parcel Service position peaked at $6.22M in Q3 2013.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on JBF Capital's 13F filing for Q3 2014, filed 16 Oct 2014.