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Bridges Investment Counsel’s United Parcel Service UPS Stock Holding History

Bridges Investment Counsel’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
2017
Q4 		$310K Sell
2,605
-450
-15% -$52.9K 0.17% 110
2017
Q3 		$367K Sell
3,055
-4,040
-57% -$459K 0.2% 100
2017
Q2 		$784K Buy
7,095
+1,225
+21% +$131K 0.18% 99
2017
Q1 		$630K Sell
5,870
-2,145
-27% -$234K 0.18% 88
2016
Q4 		$919K Hold
8,015
– – 0.22% 92
2016
Q3 		$876K Buy
8,015
+100
+1% +$10.9K 0.18% 94
2016
Q2 		$852K Buy
7,915
+250
+3% +$26K 0.19% 97
2016
Q1 		$808K Buy
7,665
+265
+4% +$25.8K 0.17% 96
2015
Q4 		$718K Hold
7,400
– – 0.12% 95
2015
Q3 		$718K Sell
7,400
-715
-9% -$70.6K 0.12% 95
2015
Q2 		$787K Sell
8,115
-4,500
-36% -$447K 0.19% 104
2015
Q1 		$1.22M Sell
12,615
-500
-4% -$51.3K 0.28% 88
2014
Q4 		$1.46M Sell
13,115
-75
-0.6% -$7.91K 0.33% 82
2014
Q3 		$1.3M Sell
13,190
-1,915
-13% -$190K 0.3% 84
2014
Q2 		$1.55M Sell
15,105
-3,025
-17% -$304K 0.36% 72
2014
Q1 		$1.77M Sell
18,130
-2,315
-11% -$226K 0.41% 67
2013
Q4 		$2.15M Sell
20,445
-480
-2% -$47.3K 0.49% 61
2013
Q3 		$1.91M Sell
20,925
-1,515
-7% -$133K 0.48% 61
2013
Q2 		$1.94M Buy
+22,440
New +$1.92M 0.5% 62

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
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
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
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

Bridges Investment Counsel's UPS Position: Q4 2017 in Review

Bridges Investment Counsel reduced its United Parcel Service (UPS) stake by 15% in Q4 2017, selling an estimated $52.9K and leaving 2,605 shares worth $310K. The position accounts for 0.17% of the portfolio, ranked #110.

Bridges Investment Counsel first reported a position in UPS in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.15M in Q4 2013. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • Bridges Investment Counsel held 2,605 shares of United Parcel Service worth $310K as of Q4 2017.
  • Bridges Investment Counsel sold 450 United Parcel Service shares in Q4 2017, an estimated $52.9K.
  • United Parcel Service made up 0.17% of Bridges Investment Counsel's portfolio in Q4 2017, its #110 holding.
  • Bridges Investment Counsel first reported a position in United Parcel Service in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's United Parcel Service position peaked at $2.15M in Q4 2013.
  • 1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.