WIL
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Winifred I. Li’s United Parcel Service UPS Stock Holding History

Winifred I. Li’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
Q4 		$255K Sell
2,294
-64
-3% -$6.75K 0.24% 96
2014
Q3 		$232K Sell
2,358
-2,073
-47% -$206K 0.22% 103
2014
Q2 		$455K Sell
4,431
-183
-4% -$18.4K 0.39% 85
2014
Q1 		$449K Sell
4,614
-252
-5% -$24.6K 0.39% 90
2013
Q4 		$511K Buy
4,866
+2
+0% +$197 0.44% 81
2013
Q3 		$444K Sell
4,864
-123
-2% -$10.8K 0.41% 85
2013
Q2 		$431K Buy
+4,987
New +$428K 0.4% 85

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winifred I. Li's UPS Position: Q4 2014 in Review

Winifred I. Li reduced its United Parcel Service (UPS) stake by 2.7% in Q4 2014, selling an estimated $6.75K and leaving 2,294 shares worth $255K. The position accounts for 0.24% of the portfolio, ranked #96.

Winifred I. Li first reported a position in UPS in Q2 2013 and has held it in 7 quarters since. The position peaked at $511K in Q4 2013. 1,167 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Winifred I. Li held 2,294 shares of United Parcel Service worth $255K as of Q4 2014.
  • Winifred I. Li sold 64 United Parcel Service shares in Q4 2014, an estimated $6.75K.
  • United Parcel Service made up 0.24% of Winifred I. Li's portfolio in Q4 2014, its #96 holding.
  • Winifred I. Li first reported a position in United Parcel Service in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's United Parcel Service position peaked at $511K in Q4 2013.
  • 1,167 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.