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Lloyds Banking Group’s United Parcel Service UPS Stock Holding History

Lloyds Banking Group’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
Q4 		– Sell
-5,522
Closed -$542K – 388
2014
Q3 		$542K Buy
5,522
+2,737
+98% +$272K 0.15% 168
2014
Q2 		$285K Sell
2,785
-330,407
-99% -$33.2M 0.07% 231
2014
Q1 		$32.4M Buy
333,192
+22,334
+7% +$2.18M 0.29% 98
2013
Q4 		$32.7M Buy
310,858
+84,982
+38% +$8.37M 0.3% 90
2013
Q3 		$20.6M Buy
225,876
+30,292
+15% +$2.66M 0.21% 122
2013
Q2 		$16.9M Buy
+195,584
New +$16.8M 0.18% 149

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lloyds Banking Group's UPS Position: Q4 2014 in Review

Lloyds Banking Group sold out of United Parcel Service (UPS) in Q4 2014, closing a stake of 5,522 shares — an estimated $542K sold.

Lloyds Banking Group first reported a position in UPS in Q2 2013 and held it in 6 quarters. The position peaked at $32.7M in Q4 2013. 1,166 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Lloyds Banking Group reported no remaining United Parcel Service position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 5,522 United Parcel Service shares in Q4 2014, an estimated $542K.
  • Lloyds Banking Group first reported a position in United Parcel Service in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's United Parcel Service position peaked at $32.7M in Q4 2013.
  • 1,166 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.