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AHL Partners’s United Parcel Service UPS Stock Holding History

AHL Partners’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 		$2.59M Buy
21,772
+14,396
+195% +$1.69M 0.04% 657
2017
Q3 		$885K Sell
7,376
-7,651
-51% -$870K 0.02% 910
2017
Q2 		$1.66M Sell
15,027
-23,603
-61% -$2.52M 0.04% 656
2017
Q1 		$4.14M Sell
38,630
-21,615
-36% -$2.36M 0.09% 401
2016
Q4 		$6.91M Buy
60,245
+50,364
+510% +$5.67M 0.21% 126
2016
Q3 		$1.08M Buy
9,881
+3,436
+53% +$375K 0.04% 576
2016
Q2 		$694K Sell
6,445
-8,288
-56% -$863K 0.04% 525
2016
Q1 		$1.55M Buy
14,733
+7,619
+107% +$740K 0.1% 281
2015
Q4 		$685K Buy
7,114
+116
+2% +$11.8K 0.05% 411
2015
Q3 		$691K Buy
6,998
+2,246
+47% +$222K 0.11% 267
2015
Q2 		$461K Sell
4,752
-39,022
-89% -$3.88M 0.02% 715
2015
Q1 		$4.24M Buy
43,774
+2,108
+5% +$216K 0.17% 249
2014
Q4 		$4.63M Sell
41,666
-18,187
-30% -$1.92M 0.24% 94
2014
Q3 		$5.88M Buy
+59,853
New +$5.95M 0.46% 5

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AHL Partners's UPS Position: Q4 2017 in Review

AHL Partners increased its United Parcel Service (UPS) stake by 195% in Q4 2017, buying an estimated $1.69M and bringing the position to 21,772 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #657.

AHL Partners first reported a position in UPS in Q3 2014 and has held it in 14 quarters since. The position peaked at $6.91M in Q4 2016. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • AHL Partners held 21,772 shares of United Parcel Service worth $2.59M as of Q4 2017.
  • AHL Partners bought 14,396 United Parcel Service shares in Q4 2017, an estimated $1.69M.
  • United Parcel Service made up 0.04% of AHL Partners's portfolio in Q4 2017, its #657 holding.
  • AHL Partners first reported a position in United Parcel Service in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's United Parcel Service position peaked at $6.91M in Q4 2016.
  • 1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.