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Wilmington Trust’s United Parcel Service UPS Stock Holding History

Wilmington Trust’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 		$17.1M Buy
166,465
+2,360
+1% +$237K 0.28% 68
2014
Q1 		$16M Sell
164,105
-2,431
-1% -$237K 0.27% 67
2013
Q4 		$17.5M Buy
166,536
+1,611
+1% +$159K 0.3% 65
2013
Q3 		$15.1M Sell
164,925
-5,646
-3% -$496K 0.26% 68
2013
Q2 		$14.8M Buy
+170,571
New +$14.6M 0.3% 67

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 $2.9T AUM 29.55% 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 $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
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's UPS Position: Q2 2014 in Review

Wilmington Trust increased its United Parcel Service (UPS) stake by 1.4% in Q2 2014, buying an estimated $237K and bringing the position to 166,465 shares worth $17.1M. The position accounts for 0.28% of the portfolio, ranked #68.

Wilmington Trust first reported a position in UPS in Q2 2013 and has held it in 5 quarters since. The position peaked at $17.5M in Q4 2013. 1,093 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

  • Wilmington Trust held 166,465 shares of United Parcel Service worth $17.1M as of Q2 2014.
  • Wilmington Trust bought 2,360 United Parcel Service shares in Q2 2014, an estimated $237K.
  • United Parcel Service made up 0.28% of Wilmington Trust's portfolio in Q2 2014, its #68 holding.
  • Wilmington Trust first reported a position in United Parcel Service in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's United Parcel Service position peaked at $17.5M in Q4 2013.
  • 1,093 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

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