PAM
UPS icon

Peak Asset Management’s United Parcel Service UPS Stock Holding History

Peak Asset Management’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
Q2 		– Sell
-2,456
Closed -$238K – 129
2015
Q1 		$238K Sell
2,456
-2,310
-48% -$237K 0.12% 106
2014
Q4 		$530K Buy
+4,766
New +$503K 0.28% 63

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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peak Asset Management's UPS Position: Q2 2015 in Review

Peak Asset Management sold out of United Parcel Service (UPS) in Q2 2015, closing a stake of 2,456 shares — an estimated $238K sold.

Peak Asset Management first reported a position in UPS in Q4 2014 and held it in 2 quarters. The position peaked at $530K in Q4 2014. 1,157 funds tracked by Wall St. Rank hold UPS as of Q2 2015.

  • Peak Asset Management reported no remaining United Parcel Service position as of Q2 2015 after selling out during the quarter.
  • Peak Asset Management sold 2,456 United Parcel Service shares in Q2 2015, an estimated $238K.
  • Peak Asset Management first reported a position in United Parcel Service in Q4 2014 and held it in 2 quarters.
  • Peak Asset Management's United Parcel Service position peaked at $530K in Q4 2014.
  • 1,157 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2015.

Based on Peak Asset Management's 13F filing for Q2 2015, filed 14 Aug 2015.