AIM
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Assured Investment Management’s United Parcel Service UPS Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-1,241
Closed -$139K – 811
2019
Q1 		$139K Buy
+1,241
New +$132K ﹤0.01% 850
2014
Q1 		– Sell
-372
Closed -$39K – 287
2013
Q4 		$39K Sell
372
-6,102
-94% -$601K ﹤0.01% 231
2013
Q3 		$592K Buy
+6,474
New +$569K 0.02% 159

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

Assured Investment Management's UPS Position: Q2 2019 in Review

Assured Investment Management sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 1,241 shares — an estimated $139K sold.

Assured Investment Management first reported a position in UPS in Q3 2013 and held it in 3 quarters. The position peaked at $592K in Q3 2013. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

  • Assured Investment Management reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,241 United Parcel Service shares in Q2 2019, an estimated $139K.
  • Assured Investment Management first reported a position in United Parcel Service in Q3 2013 and held it in 3 quarters.
  • Assured Investment Management's United Parcel Service position peaked at $592K in Q3 2013.
  • 1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.