AWS
UPS icon

Aris Wealth Services’s United Parcel Service UPS Stock Holding History

Aris Wealth Services’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
2015
Q3 		$1.28M Sell
13,015
-420
-3% -$41.5K 2.69% 9
2015
Q2 		$1.3M Sell
13,435
-296
-2% -$29.4K 1.19% 13
2015
Q1 		$1.33M Buy
+13,731
New +$1.41M 1.24% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's UPS Position: Q3 2015 in Review

Aris Wealth Services reduced its United Parcel Service (UPS) stake by 3.1% in Q3 2015, selling an estimated $41.5K and leaving 13,015 shares worth $1.28M. The position accounts for 2.69% of the portfolio, ranked #9.

Aris Wealth Services first reported a position in UPS in Q1 2015 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2015. 1,162 funds tracked by Wall St. Rank hold UPS as of Q3 2015.

  • Aris Wealth Services held 13,015 shares of United Parcel Service worth $1.28M as of Q3 2015.
  • Aris Wealth Services sold 420 United Parcel Service shares in Q3 2015, an estimated $41.5K.
  • United Parcel Service made up 2.69% of Aris Wealth Services's portfolio in Q3 2015, its #9 holding.
  • Aris Wealth Services first reported a position in United Parcel Service in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's United Parcel Service position peaked at $1.33M in Q1 2015.
  • 1,162 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.