Long Wharf Investors’s United Parcel Service UPS Stock Holding History

Long Wharf Investors’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 Q2	$621K	Buy	6,047 +180	+3%	+$18.1K	0.49%	59
2014 Q1	$571K	Sell	5,867 -660	-10%	-$64.3K	0.49%	62
2013 Q4	$686K	Buy	6,527 +80	+1%	+$7.88K	0.62%	40
2013 Q3	$589K	Sell	6,447 -645	-9%	-$56.7K	0.56%	50
2013 Q2	$613K	Buy	+7,092	New	+$608K	0.6%	52

Other funds holding UPS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Long Wharf Investors's UPS Position: Q2 2014 in Review

Long Wharf Investors increased its United Parcel Service (UPS) stake by 3.1% in Q2 2014, buying an estimated $18.1K and bringing the position to 6,047 shares worth $621K. The position accounts for 0.49% of the portfolio, ranked #59.

Long Wharf Investors first reported a position in UPS in Q2 2013 and has held it in 5 quarters since. The position peaked at $686K in Q4 2013. 1,092 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

Long Wharf Investors held 6,047 shares of United Parcel Service worth $621K as of Q2 2014.
Long Wharf Investors bought 180 United Parcel Service shares in Q2 2014, an estimated $18.1K.
United Parcel Service made up 0.49% of Long Wharf Investors's portfolio in Q2 2014, its #59 holding.
Long Wharf Investors first reported a position in United Parcel Service in Q2 2013 and has held it in 5 quarters since.
Long Wharf Investors's United Parcel Service position peaked at $686K in Q4 2013.
1,092 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.