White River Investment Partners’s United Parcel Service UPS Stock Holding History

White River Investment Partners’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	$12.9M	Sell	130,900 -7,668	-6%	-$762K	17.8%	4
2014 Q2	$14.2M	Sell	138,568 -3,600	-3%	-$361K	16.3%	2
2014 Q1	$13.8M	Hold	142,168	–	–	14.4%	1
2013 Q4	$14.9M	Buy	+142,168	New	+$14M	16.19%	1

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

White River Investment Partners's UPS Position: Q3 2014 in Review

White River Investment Partners reduced its United Parcel Service (UPS) stake by 5.5% in Q3 2014, selling an estimated $762K and leaving 130,900 shares worth $12.9M. The position accounts for 17.8% of the portfolio, ranked #4.

White River Investment Partners first reported a position in UPS in Q4 2013 and has held it in 4 quarters since. The position peaked at $14.9M in Q4 2013. 1,088 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

White River Investment Partners held 130,900 shares of United Parcel Service worth $12.9M as of Q3 2014.
White River Investment Partners sold 7,668 United Parcel Service shares in Q3 2014, an estimated $762K.
United Parcel Service made up 17.8% of White River Investment Partners's portfolio in Q3 2014, its #4 holding.
White River Investment Partners first reported a position in United Parcel Service in Q4 2013 and has held it in 4 quarters since.
White River Investment Partners's United Parcel Service position peaked at $14.9M in Q4 2013.
1,088 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on White River Investment Partners's 13F filing for Q3 2014, filed 14 Nov 2014.