Lord, Abbett & Co
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Lord, Abbett & Co’s United Parcel Service UPS Stock Holding History

Lord, Abbett & Co’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
2017
Q4 		– Sell
-143,100
Closed -$17.2M – 916
2017
Q3 		$17.2M Buy
+143,100
New +$16.3M 0.05% 512
2015
Q4 		– Sell
-133,384
Closed -$13.2M – 949
2015
Q3 		$13.2M Buy
+133,384
New +$13.2M 0.04% 523
2015
Q2 		– Sell
-290,600
Closed -$28.2M – 993
2015
Q1 		$28.2M Sell
290,600
-14,700
-5% -$1.51M 0.07% 399
2014
Q4 		$33.9M Sell
305,300
-642,900
-68% -$67.8M 0.09% 336
2014
Q3 		$93.2M Sell
948,200
-2,600
-0.3% -$258K 0.23% 106
2014
Q2 		$97.6M Sell
950,800
-284,501
-23% -$28.6M 0.22% 125
2014
Q1 		$120M Sell
1,235,301
-17,255
-1% -$1.68M 0.27% 103
2013
Q4 		$132M Buy
1,252,556
+49,656
+4% +$4.89M 0.29% 78
2013
Q3 		$110M Buy
+1,202,900
New +$106M 0.25% 108

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lord, Abbett & Co's UPS Position: Q4 2017 in Review

Lord, Abbett & Co sold out of United Parcel Service (UPS) in Q4 2017, closing a stake of 143,100 shares — an estimated $17.2M sold.

Lord, Abbett & Co first reported a position in UPS in Q3 2013 and held it in 9 quarters. The position peaked at $132M in Q4 2013. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • Lord, Abbett & Co reported no remaining United Parcel Service position as of Q4 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 143,100 United Parcel Service shares in Q4 2017, an estimated $17.2M.
  • Lord, Abbett & Co first reported a position in United Parcel Service in Q3 2013 and held it in 9 quarters.
  • Lord, Abbett & Co's United Parcel Service position peaked at $132M in Q4 2013.
  • 1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Lord, Abbett & Co's 13F filing for Q4 2017, filed 14 Feb 2018.