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440 Investment Group’s United Parcel Service UPS Stock Holding History

440 Investment Group’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
2017
Q4 		$1.83M Sell
15,375
-163
-1% -$19.2K 1.3% 18
2017
Q3 		$1.87M Sell
15,538
-7,261
-32% -$825K 1.42% 18
2017
Q2 		$2.52M Buy
22,799
+4,050
+22% +$433K 2.01% 14
2017
Q1 		$2.01M Buy
+18,749
New +$2.05M 1.8% 14

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

440 Investment Group's UPS Position: Q4 2017 in Review

440 Investment Group reduced its United Parcel Service (UPS) stake by 1% in Q4 2017, selling an estimated $19.2K and leaving 15,375 shares worth $1.83M. The position accounts for 1.3% of the portfolio, ranked #18.

440 Investment Group first reported a position in UPS in Q1 2017 and has held it in 4 quarters since. The position peaked at $2.52M in Q2 2017. 1,430 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • 440 Investment Group held 15,375 shares of United Parcel Service worth $1.83M as of Q4 2017.
  • 440 Investment Group sold 163 United Parcel Service shares in Q4 2017, an estimated $19.2K.
  • United Parcel Service made up 1.3% of 440 Investment Group's portfolio in Q4 2017, its #18 holding.
  • 440 Investment Group first reported a position in United Parcel Service in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's United Parcel Service position peaked at $2.52M in Q2 2017.
  • 1,430 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.