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Placemark Investments’s United Parcel Service UPS Stock Holding History

Placemark Investments’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
Q4 		$20.2M Buy
181,879
+506
+0.3% +$53.4K 0.36% 52
2014
Q3 		$17.8M Sell
181,373
-6,285
-3% -$624K 0.33% 59
2014
Q2 		$19.3M Buy
187,658
+11,885
+7% +$1.19M 0.34% 54
2014
Q1 		$17.1M Buy
175,773
+10,420
+6% +$1.02M 0.33% 47
2013
Q4 		$17.4M Buy
165,353
+8,415
+5% +$829K 0.29% 74
2013
Q3 		$14.3M Sell
156,938
-1,579
-1% -$139K 0.27% 75
2013
Q2 		$13.7M Buy
+158,517
New +$13.6M 0.29% 76

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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

Placemark Investments's UPS Position: Q4 2014 in Review

Placemark Investments increased its United Parcel Service (UPS) stake by 0.28% in Q4 2014, buying an estimated $53.4K and bringing the position to 181,879 shares worth $20.2M. The position accounts for 0.36% of the portfolio, ranked #52.

Placemark Investments first reported a position in UPS in Q2 2013 and has held it in 7 quarters since. 1,166 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Placemark Investments held 181,879 shares of United Parcel Service worth $20.2M as of Q4 2014.
  • Placemark Investments bought 506 United Parcel Service shares in Q4 2014, an estimated $53.4K.
  • United Parcel Service made up 0.36% of Placemark Investments's portfolio in Q4 2014, its #52 holding.
  • Placemark Investments first reported a position in United Parcel Service in Q2 2013 and has held it in 7 quarters since.
  • 1,166 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.