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Ackerman Capital Advisors’s United Parcel Service UPS Stock Holding History

Ackerman Capital Advisors’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
2018
Q4 		$2M Buy
195,060
+191,060
+4,777% +$20.7M 0.16% 67
2018
Q3 		$467K Buy
+4,000
New +$471K 1.62% 22

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
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ackerman Capital Advisors's UPS Position: Q4 2018 in Review

Ackerman Capital Advisors increased its United Parcel Service (UPS) stake by 4,777% in Q4 2018, buying an estimated $20.7M and bringing the position to 195,060 shares worth $2M. The position accounts for 0.16% of the portfolio, ranked #67.

Ackerman Capital Advisors first reported a position in UPS in Q3 2018 and has held it in 2 quarters since. 1,432 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Ackerman Capital Advisors held 195,060 shares of United Parcel Service worth $2M as of Q4 2018.
  • Ackerman Capital Advisors bought 191,060 United Parcel Service shares in Q4 2018, an estimated $20.7M.
  • United Parcel Service made up 0.16% of Ackerman Capital Advisors's portfolio in Q4 2018, its #67 holding.
  • Ackerman Capital Advisors first reported a position in United Parcel Service in Q3 2018 and has held it in 2 quarters since.
  • 1,432 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Ackerman Capital Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.