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UPS icon

Stifel Trust’s United Parcel Service UPS Stock Holding History

Stifel Trust’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
Q3 		$128K Hold
1,300
– – 0.02% 210
2014
Q2 		$134K Buy
1,300
+400
+44% +$40.2K 0.03% 205
2014
Q1 		$88K Hold
900
– – 0.02% 224
2013
Q4 		$95K Sell
900
-25
-3% -$2.46K 0.02% 214
2013
Q3 		$85K Hold
925
– – 0.02% 218
2013
Q2 		$80K Buy
+925
New +$79.3K 0.02% 225

Other funds holding UPS

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Trust's UPS Position: Q3 2014 in Review

Stifel Trust held its United Parcel Service (UPS) position steady in Q3 2014 at 1,300 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #210.

Stifel Trust first reported a position in UPS in Q2 2013 and has held it in 6 quarters since. The position peaked at $134K in Q2 2014. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Stifel Trust held 1,300 shares of United Parcel Service worth $128K as of Q3 2014.
  • Stifel Trust left its United Parcel Service share count unchanged in Q3 2014.
  • United Parcel Service made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #210 holding.
  • Stifel Trust first reported a position in United Parcel Service in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's United Parcel Service position peaked at $134K in Q2 2014.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.