WRF
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Waddell & Reed Financial’s United Parcel Service UPS Stock Holding History

Waddell & Reed Financial’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
2016
Q2 		– Sell
-70,000
Closed -$7.38M – 624
2016
Q1 		$7.38M Sell
70,000
-10,000
-13% -$972K 0.01% 434
2015
Q4 		$7.7M Buy
+80,000
New +$8.17M 0.01% 449

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Waddell & Reed Financial's UPS Position: Q2 2016 in Review

Waddell & Reed Financial sold out of United Parcel Service (UPS) in Q2 2016, closing a stake of 70,000 shares — an estimated $7.38M sold.

Waddell & Reed Financial first reported a position in UPS in Q4 2015 and held it in 2 quarters. The position peaked at $7.7M in Q4 2015. 1,229 funds tracked by Wall St. Rank hold UPS as of Q2 2016.

  • Waddell & Reed Financial reported no remaining United Parcel Service position as of Q2 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 70,000 United Parcel Service shares in Q2 2016, an estimated $7.38M.
  • Waddell & Reed Financial first reported a position in United Parcel Service in Q4 2015 and held it in 2 quarters.
  • Waddell & Reed Financial's United Parcel Service position peaked at $7.7M in Q4 2015.
  • 1,229 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2016.

Based on Waddell & Reed Financial's 13F filing for Q2 2016, filed 12 Aug 2016.