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Westwood Management Corporation’s United Parcel Service UPS Stock Holding History

Westwood Management Corporation’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
Q1 		– Sell
-21,900
Closed -$2.3M – 98
2013
Q4 		$2.3M Buy
+21,900
New +$2.16M 0.39% 38

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Massachusetts Financial Services
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westwood Management Corporation's UPS Position: Q1 2014 in Review

Westwood Management Corporation sold out of United Parcel Service (UPS) in Q1 2014, closing a stake of 21,900 shares — an estimated $2.3M sold.

Westwood Management Corporation first reported a position in UPS in Q4 2013 and held it in 1 quarter. The position peaked at $2.3M in Q4 2013. 1,074 funds tracked by Wall St. Rank hold UPS as of Q1 2014.

  • Westwood Management Corporation reported no remaining United Parcel Service position as of Q1 2014 after selling out during the quarter.
  • Westwood Management Corporation sold 21,900 United Parcel Service shares in Q1 2014, an estimated $2.3M.
  • Westwood Management Corporation first reported a position in United Parcel Service in Q4 2013 and held it in 1 quarter.
  • Westwood Management Corporation's United Parcel Service position peaked at $2.3M in Q4 2013.
  • 1,074 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2014.

Based on Westwood Management Corporation's 13F filing for Q1 2014, filed 25 Apr 2014.