Apex Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $755K | Sell |
7,161
-159
| -2% | -$16.8K | 0.02% | 209 |
|
|
2015
Q4 | $704K | Sell |
7,320
-634
| -8% | -$61K | 0.02% | 191 |
|
|
2015
Q3 | $785K | Sell |
7,954
-126
| -2% | -$12.4K | 0.02% | 187 |
|
|
2015
Q2 | $783K | Hold |
8,080
| – | – | 0.02% | 194 |
|
|
2015
Q1 | $783K | Hold |
8,080
| – | – | 0.02% | 189 |
|
|
2014
Q4 | $898K | Hold |
8,080
| – | – | 0.02% | 182 |
|
|
2014
Q3 | $794K | Hold |
8,080
| – | – | 0.02% | 185 |
|
|
2014
Q2 | $829K | Sell |
8,080
-126
| -2% | -$12.9K | 0.03% | 188 |
|
|
2014
Q1 | $799K | Hold |
8,206
| – | – | 0.03% | 191 |
|
|
2013
Q4 | $862K | Hold |
8,206
| – | – | 0.03% | 184 |
|
|
2013
Q3 | $750K | Buy |
8,206
+26
| +0.3% | +$2.38K | 0.03% | 181 |
|
|
2013
Q2 | $707K | Buy |
+8,180
| New | +$707K | 0.03% | 168 |
|