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Alerus Investment Advisors’s United Parcel Service UPS Stock Holding History

Alerus Investment 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
2016
Q1 		$1.35M Buy
12,778
+2,355
+23% +$229K 0.23% 90
2015
Q4 		$1M Buy
10,423
+4,263
+69% +$435K 0.17% 94
2015
Q3 		$608K Buy
6,160
+133
+2% +$13.1K 0.11% 99
2015
Q2 		$585K Buy
6,027
+147
+3% +$14.6K 0.1% 102
2015
Q1 		$544K Buy
+5,880
New +$603K 0.09% 102

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Alerus Investment Advisors's UPS Position: Q1 2016 in Review

Alerus Investment Advisors increased its United Parcel Service (UPS) stake by 23% in Q1 2016, buying an estimated $229K and bringing the position to 12,778 shares worth $1.35M. The position accounts for 0.23% of the portfolio, ranked #90.

Alerus Investment Advisors first reported a position in UPS in Q1 2015 and has held it in 5 quarters since. 1,225 funds tracked by Wall St. Rank hold UPS as of Q1 2016.

  • Alerus Investment Advisors held 12,778 shares of United Parcel Service worth $1.35M as of Q1 2016.
  • Alerus Investment Advisors bought 2,355 United Parcel Service shares in Q1 2016, an estimated $229K.
  • United Parcel Service made up 0.23% of Alerus Investment Advisors's portfolio in Q1 2016, its #90 holding.
  • Alerus Investment Advisors first reported a position in United Parcel Service in Q1 2015 and has held it in 5 quarters since.
  • 1,225 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.