NIS
UPS icon

National Investment Services’s United Parcel Service UPS Stock Holding History

National Investment Services’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
2015
Q1 		– Sell
-3,123
Closed -$347K – 48
2014
Q4 		$347K Sell
3,123
-33,753
-92% -$3.56M 3.29% 12
2014
Q3 		$3.63M Hold
36,876
– – 2.96% 11
2014
Q2 		$3.79M Buy
+36,876
New +$3.7M 3.08% 5

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

National Investment Services's UPS Position: Q1 2015 in Review

National Investment Services sold out of United Parcel Service (UPS) in Q1 2015, closing a stake of 3,123 shares — an estimated $347K sold.

National Investment Services first reported a position in UPS in Q2 2014 and held it in 3 quarters. The position peaked at $3.79M in Q2 2014. 1,154 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

  • National Investment Services reported no remaining United Parcel Service position as of Q1 2015 after selling out during the quarter.
  • National Investment Services sold 3,123 United Parcel Service shares in Q1 2015, an estimated $347K.
  • National Investment Services first reported a position in United Parcel Service in Q2 2014 and held it in 3 quarters.
  • National Investment Services's United Parcel Service position peaked at $3.79M in Q2 2014.
  • 1,154 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on National Investment Services's 13F filing for Q1 2015, filed 13 May 2015.