Polar Capital’s United Parcel Service UPS Stock Holding History

Polar Capital’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 Q2	–	Sell	-423,384	Closed	-$41.2M	–	291
2014 Q1	$41.2M	Buy	423,384 +24,503	+6%	+$2.39M	0.94%	24
2013 Q4	$41.9M	Buy	398,881 +22,418	+6%	+$2.21M	1%	20
2013 Q3	$34.4K	Buy	376,463 +156,957	+72%	+$13.8M	0.92%	22
2013 Q2	$19M	Buy	+219,506	New	+$18.8M	0.66%	38

Other funds holding UPS

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

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

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

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 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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Polar Capital's UPS Position: Q2 2014 in Review

Polar Capital sold out of United Parcel Service (UPS) in Q2 2014, closing a stake of 423,384 shares — an estimated $41.2M sold.

Polar Capital first reported a position in UPS in Q2 2013 and held it in 4 quarters. The position peaked at $41.9M in Q4 2013. 1,092 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

Polar Capital reported no remaining United Parcel Service position as of Q2 2014 after selling out during the quarter.
Polar Capital sold 423,384 United Parcel Service shares in Q2 2014, an estimated $41.2M.
Polar Capital first reported a position in United Parcel Service in Q2 2013 and held it in 4 quarters.
Polar Capital's United Parcel Service position peaked at $41.9M in Q4 2013.
1,092 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Polar Capital's 13F filing for Q2 2014, filed 12 Aug 2014.