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Stux Capital Management’s United Parcel Service UPS Stock Holding History

Stux Capital 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
2014
Q2 		$903K Sell
8,800
-2,200
-20% -$221K 0.12% 219
2014
Q1 		$1.07M Buy
+11,000
New +$1.07M 0.13% 200

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 $315B AUM 27.84% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Stux Capital Management's UPS Position: Q2 2014 in Review

Stux Capital Management reduced its United Parcel Service (UPS) stake by 20% in Q2 2014, selling an estimated $221K and leaving 8,800 shares worth $903K. The position accounts for 0.12% of the portfolio, ranked #219.

Stux Capital Management first reported a position in UPS in Q1 2014 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2014. 1,093 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

  • Stux Capital Management held 8,800 shares of United Parcel Service worth $903K as of Q2 2014.
  • Stux Capital Management sold 2,200 United Parcel Service shares in Q2 2014, an estimated $221K.
  • United Parcel Service made up 0.12% of Stux Capital Management's portfolio in Q2 2014, its #219 holding.
  • Stux Capital Management first reported a position in United Parcel Service in Q1 2014 and has held it in 2 quarters since.
  • Stux Capital Management's United Parcel Service position peaked at $1.07M in Q1 2014.
  • 1,093 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.