WTIM
UPS icon

Wilmington Trust Investment Management’s United Parcel Service UPS Stock Holding History

Wilmington Trust Investment 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
2014
Q2 		$1.74M Sell
16,903
-717
-4% -$72K 0.35% 46
2014
Q1 		$1.72M Buy
17,620
+3,811
+28% +$371K 0.35% 54
2013
Q4 		$1.45M Sell
13,809
-424
-3% -$41.8K 0.29% 58
2013
Q3 		$1.3M Buy
14,233
+52
+0.4% +$4.57K 0.27% 63
2013
Q2 		$1.23M Buy
+14,181
New +$1.22M 0.26% 62

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wilmington Trust Investment Management's UPS Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its United Parcel Service (UPS) stake by 4.1% in Q2 2014, selling an estimated $72K and leaving 16,903 shares worth $1.74M. The position accounts for 0.35% of the portfolio, ranked #46.

Wilmington Trust Investment Management first reported a position in UPS in Q2 2013 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

  • Wilmington Trust Investment Management held 16,903 shares of United Parcel Service worth $1.74M as of Q2 2014.
  • Wilmington Trust Investment Management sold 717 United Parcel Service shares in Q2 2014, an estimated $72K.
  • United Parcel Service made up 0.35% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #46 holding.
  • Wilmington Trust Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 5 quarters since.
  • 1,093 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.