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

Anchor 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
2019
Q3 		– Sell
-2,460
Closed -$254K – 257
2019
Q2 		$254K Sell
2,460
-13,868
-85% -$1.44M 0.01% 238
2019
Q1 		$1.82K Sell
16,328
-60,520
-79% -$6.42M 0.04% 130
2018
Q4 		$7.5M Buy
76,848
+2,161
+3% +$234K 0.31% 98
2018
Q3 		$8.72M Sell
74,687
-3,447
-4% -$406K 0.32% 95
2018
Q2 		$8.3M Buy
78,134
+4,971
+7% +$558K 0.3% 97
2018
Q1 		$7.66M Buy
73,163
+2,072
+3% +$239K 0.27% 99
2017
Q4 		$8.47M Buy
71,091
+1,123
+2% +$132K 0.3% 99
2017
Q3 		$8.4M Buy
69,968
+758
+1% +$86.2K 0.3% 96
2017
Q2 		$7.65M Sell
69,210
-2,300
-3% -$246K 0.28% 100
2017
Q1 		$7.67M Buy
71,510
+3,324
+5% +$363K 0.27% 101
2016
Q4 		$7.82M Buy
68,186
+11,736
+21% +$1.32M 0.3% 99
2016
Q3 		$6.17M Sell
56,450
-41,231
-42% -$4.5M 0.21% 98
2016
Q2 		$10.5M Sell
97,681
-3,784
-4% -$394K 0.27% 93
2016
Q1 		$10.7M Sell
101,465
-3,531
-3% -$343K 0.26% 96
2015
Q4 		$10.1M Sell
104,996
-4,453
-4% -$455K 0.26% 94
2015
Q3 		$10.8M Sell
109,449
-1,471
-1% -$145K 0.28% 93
2015
Q2 		$10.7M Buy
110,920
+1,457
+1% +$145K 0.24% 98
2015
Q1 		$10.6M Sell
109,463
-16,693
-13% -$1.71M 0.23% 100
2014
Q4 		$14M Buy
126,156
+123,118
+4,053% +$13M 0.28% 97
2014
Q3 		$299K Buy
+3,038
New +$302K 0.01% 279

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Anchor Capital Advisors's UPS Position: Q3 2019 in Review

Anchor Capital Advisors sold out of United Parcel Service (UPS) in Q3 2019, closing a stake of 2,460 shares — an estimated $254K sold.

Anchor Capital Advisors first reported a position in UPS in Q3 2014 and held it in 20 quarters. The position peaked at $14M in Q4 2014. 1,487 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

  • Anchor Capital Advisors reported no remaining United Parcel Service position as of Q3 2019 after selling out during the quarter.
  • Anchor Capital Advisors sold 2,460 United Parcel Service shares in Q3 2019, an estimated $254K.
  • Anchor Capital Advisors first reported a position in United Parcel Service in Q3 2014 and held it in 20 quarters.
  • Anchor Capital Advisors's United Parcel Service position peaked at $14M in Q4 2014.
  • 1,487 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Anchor Capital Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.