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Bruderman Asset Management’s United Parcel Service UPS Stock Holding History

Bruderman Asset 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
-1,643
Closed -$184K – 542
2019
Q1 		$184K Buy
1,643
+17
+1% +$1.8K 0.04% 136
2018
Q4 		$159K Buy
1,626
+1,296
+393% +$140K 0.04% 132
2018
Q3 		$39K Sell
330
-20
-6% -$2.35K 0.01% 215
2018
Q2 		$37K Sell
350
-2,641
-88% -$297K 0.01% 227
2018
Q1 		$313K Buy
2,991
+79
+3% +$9.13K 0.08% 108
2017
Q4 		$347K Buy
2,912
+145
+5% +$17K 0.09% 99
2017
Q3 		$332K Sell
2,767
-70
-2% -$7.96K 0.09% 102
2017
Q2 		$314K Buy
2,837
+338
+14% +$36.1K 0.08% 99
2017
Q1 		$268K Buy
2,499
+1,963
+366% +$214K 0.08% 98
2016
Q4 		$61K Buy
536
+2
+0.4% +$225 0.02% 181
2016
Q3 		$58K Sell
534
-52
-9% -$5.68K 0.02% 190
2016
Q2 		$63K Buy
586
+55
+10% +$5.72K 0.02% 187
2016
Q1 		$56K Buy
531
+2
+0.4% +$194 0.02% 190
2015
Q4 		$51K Buy
529
+2
+0.4% +$204 0.02% 203
2015
Q3 		$52K Buy
527
+1
+0.2% +$99 0.02% 206
2015
Q2 		$51K Buy
526
+2
+0.4% +$199 0.02% 216
2015
Q1 		$51K Buy
+524
New +$53.8K 0.02% 210

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

Bruderman Asset Management's UPS Position: Q2 2019 in Review

Bruderman Asset Management sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 1,643 shares — an estimated $184K sold.

Bruderman Asset Management first reported a position in UPS in Q1 2015 and held it in 17 quarters. The position peaked at $347K in Q4 2017. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

  • Bruderman Asset Management reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,643 United Parcel Service shares in Q2 2019, an estimated $184K.
  • Bruderman Asset Management first reported a position in United Parcel Service in Q1 2015 and held it in 17 quarters.
  • Bruderman Asset Management's United Parcel Service position peaked at $347K in Q4 2017.
  • 1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.