Aristotle Capital Management
UPS icon

Aristotle Capital Management’s United Parcel Service UPS Stock Holding History

Aristotle Capital Management’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
2018
Q2 		– Sell
-63
Closed -$7K – 207
2018
Q1 		$7K Buy
+63
New +$7.28K ﹤0.01% 214
2014
Q3 		– Sell
-128,105
Closed -$13.2M – 153
2014
Q2 		$13.2M Buy
+128,105
New +$12.9M 0.18% 67

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Aristotle Capital Management's UPS Position: Q2 2018 in Review

Aristotle Capital Management sold out of United Parcel Service (UPS) in Q2 2018, closing a stake of 63 shares — an estimated $7K sold.

Aristotle Capital Management first reported a position in UPS in Q2 2014 and held it in 2 quarters. The position peaked at $13.2M in Q2 2014. 1,435 funds tracked by Wall St. Rank hold UPS as of Q2 2018.

  • Aristotle Capital Management reported no remaining United Parcel Service position as of Q2 2018 after selling out during the quarter.
  • Aristotle Capital Management sold 63 United Parcel Service shares in Q2 2018, an estimated $7K.
  • Aristotle Capital Management first reported a position in United Parcel Service in Q2 2014 and held it in 2 quarters.
  • Aristotle Capital Management's United Parcel Service position peaked at $13.2M in Q2 2014.
  • 1,435 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2018.

Based on Aristotle Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.