Westfield Capital Management
UPS icon

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

Westfield 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
2023
Q3 		– Sell
-30,883
Closed -$5.54M – 254
2023
Q2 		$5.54M Buy
30,883
+1,996
+7% +$354K 0.04% 193
2023
Q1 		$5.6M Buy
+28,887
New +$5.3M 0.04% 190
2017
Q2 		– Sell
-941,891
Closed -$101M – 284
2017
Q1 		$101M Buy
941,891
+74,140
+9% +$8.1M 0.87% 29
2016
Q4 		$99.5M Sell
867,751
-86,310
-9% -$9.73M 0.87% 28
2016
Q3 		$104M Sell
954,061
-67,113
-7% -$7.33M 0.84% 33
2016
Q2 		$110M Buy
1,021,174
+95,702
+10% +$9.96M 0.91% 31
2016
Q1 		$97.6M Buy
+925,472
New +$89.9M 0.74% 44
2014
Q3 		– Sell
-24,680
Closed -$2.53M – 324
2014
Q2 		$2.53M Buy
+24,680
New +$2.48M 0.02% 244

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westfield Capital Management's UPS Position: Q3 2023 in Review

Westfield Capital Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 30,883 shares — an estimated $5.54M sold.

Westfield Capital Management first reported a position in UPS in Q2 2014 and held it in 8 quarters. The position peaked at $110M in Q2 2016. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Westfield Capital Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Westfield Capital Management sold 30,883 United Parcel Service shares in Q3 2023, an estimated $5.54M.
  • Westfield Capital Management first reported a position in United Parcel Service in Q2 2014 and held it in 8 quarters.
  • Westfield Capital Management's United Parcel Service position peaked at $110M in Q2 2016.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Westfield Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.