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UPS icon

UBS’s United Parcel Service UPS Stock Holding History

UBS’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 		$5.34M Sell
54,300
-25,700
-32% -$2.55M ﹤0.01% 1962
2014
Q2 		$8.21M Buy
80,000
+1,400
+2% +$141K 0.01% 1524
2014
Q1 		$7.65M Sell
78,600
-92,600
-54% -$9.03M 0.01% 1470
2013
Q4 		$18M Sell
171,200
-123,600
-42% -$12.2M 0.02% 872
2013
Q3 		$26.9M Buy
294,800
+15,900
+6% +$1.4M 0.03% 579
2013
Q2 		$24.1M Buy
+278,900
New +$23.9M 0.03% 563

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

UBS's UPS Position: Q3 2014 in Review

UBS increased its United Parcel Service (UPS) stake by 10% in Q3 2014, buying an estimated $38.2M and bringing the position to 4,153,549 shares worth $408M. The position accounts for 0.3% of the portfolio, ranked #63.

UBS first reported a position in UPS in Q2 2013 and has held it in 6 quarters since. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • UBS held 4,153,549 shares of United Parcel Service worth $408M as of Q3 2014.
  • UBS bought 384,170 United Parcel Service shares in Q3 2014, an estimated $38.2M.
  • United Parcel Service made up 0.3% of UBS's portfolio in Q3 2014, its #63 holding.
  • UBS first reported a position in United Parcel Service in Q2 2013 and has held it in 6 quarters since.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.