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Winton Capital Management’s United Parcel Service UPS Stock Holding History

Winton Capital 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
Q1 		$13.9M Buy
142,995
+72,408
+103% +$7.06M 0.1% 304
2013
Q4 		$7.42M Sell
70,587
-111,269
-61% -$11M 0.07% 342
2013
Q3 		$16.6M Sell
181,856
-154,561
-46% -$13.6M 0.2% 195
2013
Q2 		$29.1M Buy
+336,417
New +$28.9M 0.35% 104

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 $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winton Capital Management's UPS Position: Q1 2014 in Review

Winton Capital Management increased its United Parcel Service (UPS) stake by 103% in Q1 2014, buying an estimated $7.06M and bringing the position to 142,995 shares worth $13.9M. The position accounts for 0.1% of the portfolio, ranked #304.

Winton Capital Management first reported a position in UPS in Q2 2013 and has held it in 4 quarters since. The position peaked at $29.1M in Q2 2013. 1,074 funds tracked by Wall St. Rank hold UPS as of Q1 2014.

  • Winton Capital Management held 142,995 shares of United Parcel Service worth $13.9M as of Q1 2014.
  • Winton Capital Management bought 72,408 United Parcel Service shares in Q1 2014, an estimated $7.06M.
  • United Parcel Service made up 0.1% of Winton Capital Management's portfolio in Q1 2014, its #304 holding.
  • Winton Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's United Parcel Service position peaked at $29.1M in Q2 2013.
  • 1,074 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.