Moody Lynn & Lieberson’s United Parcel Service UPS Stock Holding History

Moody Lynn & Lieberson’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 Q1	–	Sell	-35,653	Closed	-$4.09M	–	184
2016 Q4	$4.09M	Buy	35,653 +519	+1%	+$58.5K	0.59%	52
2016 Q3	$3.84M	Sell	35,134 -1,057	-3%	-$115K	0.64%	52
2016 Q2	$3.9M	Buy	+36,191	New	+$3.77M	0.7%	46
2015 Q1	–	Sell	-89,077	Closed	-$9.9M	–	204
2014 Q4	$9.9M	Buy	+89,077	New	+$9.4M	1.41%	25
2014 Q3	–	Sell	-77,486	Closed	-$7.96M	–	212
2014 Q2	$7.96M	Buy	77,486 +75,064	+3,099%	+$7.54M	1.09%	36
2014 Q1	$236K	Buy	+2,422	New	+$236K	0.03%	178
2013 Q3	–	Sell	-106,038	Closed	-$9.17M	–	198
2013 Q2	$9.17M	Buy	+106,038	New	+$9.1M	1.6%	18

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moody Lynn & Lieberson's UPS Position: Q1 2017 in Review

Moody Lynn & Lieberson sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 35,653 shares — an estimated $4.09M sold.

Moody Lynn & Lieberson first reported a position in UPS in Q2 2013 and held it in 7 quarters. The position peaked at $9.9M in Q4 2014. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

Moody Lynn & Lieberson reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
Moody Lynn & Lieberson sold 35,653 United Parcel Service shares in Q1 2017, an estimated $4.09M.
Moody Lynn & Lieberson first reported a position in United Parcel Service in Q2 2013 and held it in 7 quarters.
Moody Lynn & Lieberson's United Parcel Service position peaked at $9.9M in Q4 2014.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2017, filed 2 May 2017.