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Lau Associates’s United Parcel Service UPS Stock Holding History

Lau Associates’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
-6,624
Closed -$680K – 66
2014
Q2 		$680K Hold
6,624
– – 0.61% 36
2014
Q1 		$645K Sell
6,624
-400
-6% -$39K 0.58% 37
2013
Q4 		$738K Hold
7,024
– – 0.65% 33
2013
Q3 		$642K Sell
7,024
-400
-5% -$35.2K 0.53% 34
2013
Q2 		$642K Buy
+7,424
New +$637K 0.54% 36

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

Lau Associates's UPS Position: Q3 2014 in Review

Lau Associates sold out of United Parcel Service (UPS) in Q3 2014, closing a stake of 6,624 shares — an estimated $680K sold.

Lau Associates first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $738K in Q4 2013. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Lau Associates reported no remaining United Parcel Service position as of Q3 2014 after selling out during the quarter.
  • Lau Associates sold 6,624 United Parcel Service shares in Q3 2014, an estimated $680K.
  • Lau Associates first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
  • Lau Associates's United Parcel Service position peaked at $738K in Q4 2013.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Lau Associates's 13F filing for Q3 2014, filed 17 Oct 2014.